Roberts Wealth Advisors, LLC PYPL — PAYPAL HLDGS INC

Ownership history in Roberts Wealth Advisors, LLC  ·  17 quarters on record

AI Ownership Summary

Roberts Wealth Advisors, LLC reported PAYPAL HLDGS INC (PYPL) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.25% in 2024 Q4. The latest visible filing shows PYPL at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PYPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roberts Wealth Advisors, LLC's position in PAYPAL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PYPL was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PYPL stock page Roberts Wealth Advisors, LLC fund profile Roberts Wealth Advisors, LLC full holdings
How Roberts Wealth Advisors, LLC held PYPL — position size vs. price
% of Fund (quarterly)    PYPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38.6% -22.3% ✅ 29,977 -18,854 -38.6% 0.46% $1.8M 2026-01-13 $56.39
2025 Q3 ADDED — — — 48,831 +384 +0.8% 0.87% $3.3M 2025-10-21 $69.68
2025 Q2 ADDED — — — 48,447 +574 +1.2% 1.04% $3.6M 2025-07-23 $76.25
2025 Q1 ADDED — — — 47,873 +1,900 +4.1% 0.96% $3.1M 2025-04-21 $59.96
2024 Q4 ADDED — — — 45,973 +933 +2.1% 1.25% $4.1M 2025-01-17 $91.32
2024 Q3 ADDED — — — 45,040 +1,103 +2.5% 1.18% $3.7M 2024-10-15 $79.13
2024 Q2 ADDED — — — 43,937 +1,899 +4.5% 0.88% $2.6M 2024-08-13 $64.76
2024 Q1 ADDED — — — 42,038 +2,483 +6.3% 1.00% $2.7M 2024-04-18 $61.77
2023 Q4 ADDED — — — 39,555 +1,859 +4.9% 1.13% $7.3M 2024-01-17 $59.57
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PYPL

As of 2026 Q1 — sorted by position size

Great Hill Capital LLC 55.37% Lindsell Train Ltd 3Y 7Y 6.03% QSM Asset Management Ltd 4.24% SLT Holdings LLC 3.37% PENN DAVIS MCFARLAND INC 3Y 7Y 3.0% EQUITY INVESTMENT CORP 3Y 7Y 2.77% Diversified Investment Strategies, LLC 3Y 7Y 2.29% F&V Capital Management, LLC 3Y 7Y 2.19% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 2.17% Old North State Wealth Management, LLC 1.9%

FAQ About Roberts Wealth Advisors, LLC and PYPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Roberts Wealth Advisors, LLC reported owning PYPL?

Roberts Wealth Advisors, LLC reported PYPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PYPL position in Roberts Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PYPL was 1.25% in 2024 Q4.

What is the latest reported PYPL position on this page?

The most recent filing on this page is 2025 Q4, when Roberts Wealth Advisors, LLC reported 29,977 shares, equal to 0.46% of portfolio, with an estimated market value of $1.8M.

What does the chart on this PYPL ownership page compare?

The chart compares Roberts Wealth Advisors, LLC's quarterly PYPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Roberts Wealth Advisors, LLC time their PYPL position?

Based on 13F filing dates vs. subsequent PYPL price moves, Roberts Wealth Advisors, LLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on PYPL relative to SPY over the holding period was -38.0%.

← Back to Roberts Wealth Advisors, LLC Holdings