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Arete Wealth Advisors’s Paychex PAYX Stock Holding History

Arete Wealth Advisors’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
-3,862
Closed -$490K – 643
2025
Q3 		$490K Buy
3,862
+342
+10% +$47.4K 0.03% 450
2025
Q2 		$512K Buy
3,520
+192
+6% +$28.9K 0.04% 404
2025
Q1 		$513K Buy
3,328
+1,065
+47% +$157K 0.04% 383
2024
Q4 		$317K Buy
2,263
+580
+34% +$82.4K 0.02% 535
2024
Q3 		$226K Sell
1,683
-565
-25% -$71.7K 0.02% 615
2024
Q2 		$267K Buy
+2,248
New +$275K 0.02% 566
2024
Q1 		– Sell
-1,845
Closed -$220K – 630
2023
Q4 		$220K Buy
1,845
+35
+2% +$4.15K 0.02% 649
2023
Q3 		$209K Buy
+1,810
New +$218K 0.04% 427
2023
Q2 		– Sell
-1,950
Closed -$223K – 727
2023
Q1 		$223K Buy
+1,950
New +$222K 0.02% 552
2022
Q4 		– Sell
-1,971
Closed -$221K – 688
2022
Q3 		$221K Buy
1,971
+61
+3% +$7.56K 0.02% 494
2022
Q2 		$218K Sell
1,910
-225
-11% -$28.3K 0.02% 414
2022
Q1 		$291K Buy
+2,135
New +$262K 0.02% 381
2021
Q4 		– Sell
-1,947
Closed -$219K – 526
2021
Q3 		$219K Sell
1,947
-199
-9% -$22.4K 0.02% 384
2021
Q2 		$209K Buy
2,146
+30
+1% +$3.02K 0.03% 328
2021
Q1 		$207K Buy
+2,116
New +$195K 0.03% 394
2019
Q3 		– Sell
-2,573
Closed -$212K – 430
2019
Q2 		$212K Buy
+2,573
New +$217K 0.04% 359

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

Arete Wealth Advisors's PAYX Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Paychex (PAYX) in Q4 2025, closing a stake of 3,862 shares — an estimated $490K sold.

Arete Wealth Advisors first reported a position in PAYX in Q2 2019 and held it in 16 quarters. The position peaked at $513K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,862 Paychex shares in Q4 2025, an estimated $490K.
  • Arete Wealth Advisors first reported a position in Paychex in Q2 2019 and held it in 16 quarters.
  • Arete Wealth Advisors's Paychex position peaked at $513K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.