Alta Advisers’s Paychex PAYX Stock Holding History

Alta Advisers’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 Q4	–	Sell	-1,730	Closed	-$219K	–	233
2025 Q3	$219K	Hold	1,730	–	–	0.07%	236
2025 Q2	$252K	Hold	1,730	–	–	0.09%	195
2025 Q1	$267K	Buy	+1,730	New	+$254K	0.11%	169
2024 Q4	–	Sell	-1,000	Closed	-$134K	–	336
2024 Q3	$134K	Hold	1,000	–	–	0.06%	222
2024 Q2	$119K	Hold	1,000	–	–	0.06%	217
2024 Q1	$123K	Hold	1,000	–	–	0.06%	228
2023 Q4	$119K	Hold	1,000	–	–	0.06%	214
2023 Q3	$115K	Hold	1,000	–	–	0.07%	201
2023 Q2	$112K	Hold	1,000	–	–	0.06%	216
2023 Q1	$115K	Hold	1,000	–	–	0.07%	197
2022 Q4	$116K	Hold	1,000	–	–	0.07%	189
2022 Q3	$112K	Buy	+1,000	New	+$124K	0.07%	175

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alta Advisers's PAYX Position: Q4 2025 in Review

Alta Advisers sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,730 shares — an estimated $219K sold.

Alta Advisers first reported a position in PAYX in Q3 2022 and held it in 12 quarters. The position peaked at $267K in Q1 2025. 1,590 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

Alta Advisers reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
Alta Advisers sold 1,730 Paychex shares in Q4 2025, an estimated $219K.
Alta Advisers first reported a position in Paychex in Q3 2022 and held it in 12 quarters.
Alta Advisers's Paychex position peaked at $267K in Q1 2025.
1,590 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.