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Adero Partners’s Paychex PAYX Stock Holding History

Adero Partners’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$377K Buy
2,443
+52
+2% +$7.65K 0.02% 148
2024
Q4 		$335K Buy
2,391
+75
+3% +$10.7K 0.02% 158
2024
Q3 		$311K Buy
2,316
+82
+4% +$10.4K 0.02% 167
2024
Q2 		$265K Buy
2,234
+23
+1% +$2.81K 0.02% 171
2024
Q1 		$272K Buy
2,211
+6
+0.3% +$728 0.02% 162
2023
Q4 		$263K Buy
2,205
+28
+1% +$3.32K 0.02% 156
2023
Q3 		$251K Buy
+2,177
New +$262K 0.02% 153

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adero Partners's PAYX Position: Q1 2025 in Review

Adero Partners increased its Paychex (PAYX) stake by 2.2% in Q1 2025, buying an estimated $7.65K and bringing the position to 2,443 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #148.

Adero Partners first reported a position in PAYX in Q3 2023 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Adero Partners held 2,443 shares of Paychex worth $377K as of Q1 2025.
  • Adero Partners bought 52 Paychex shares in Q1 2025, an estimated $7.65K.
  • Paychex made up 0.02% of Adero Partners's portfolio in Q1 2025, its #148 holding.
  • Adero Partners first reported a position in Paychex in Q3 2023 and has held it in 7 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.