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Aprio Wealth Management’s Paychex PAYX Stock Holding History

Aprio Wealth Management’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
-2,410
Closed -$305K – 557
2025
Q3 		$305K Sell
2,410
-771
-24% -$107K 0.03% 326
2025
Q2 		$463K Buy
3,181
+5
+0.2% +$753 0.05% 204
2025
Q1 		$490K Buy
3,176
+456
+17% +$67.1K 0.06% 184
2024
Q4 		$381K Buy
2,720
+1,038
+62% +$147K 0.06% 170
2024
Q3 		$226K Buy
+1,682
New +$214K 0.04% 250

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aprio Wealth Management's PAYX Position: Q4 2025 in Review

Aprio Wealth Management sold out of Paychex (PAYX) in Q4 2025, closing a stake of 2,410 shares — an estimated $305K sold.

Aprio Wealth Management first reported a position in PAYX in Q3 2024 and held it in 5 quarters. The position peaked at $490K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Aprio Wealth Management reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Aprio Wealth Management sold 2,410 Paychex shares in Q4 2025, an estimated $305K.
  • Aprio Wealth Management first reported a position in Paychex in Q3 2024 and held it in 5 quarters.
  • Aprio Wealth Management's Paychex position peaked at $490K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Aprio Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.