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Atlantic Edge Private Wealth Management’s Paychex PAYX Stock Holding History

Atlantic Edge Private 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
-126
Closed -$16K – 595
2025
Q3 		$16K Hold
126
– – ﹤0.01% 325
2025
Q2 		$18.3K Hold
126
– – 0.01% 306
2025
Q1 		$19.4K Hold
126
– – 0.01% 287
2024
Q4 		$17.7K Hold
126
– – 0.01% 286
2024
Q3 		$16.9K Buy
+126
New +$16K 0.01% 289

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PAYX Position: Q4 2025 in Review

Atlantic Edge Private Wealth Management sold out of Paychex (PAYX) in Q4 2025, closing a stake of 126 shares — an estimated $16K sold.

Atlantic Edge Private Wealth Management first reported a position in PAYX in Q3 2024 and held it in 5 quarters. The position peaked at $19.4K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 126 Paychex shares in Q4 2025, an estimated $16K.
  • Atlantic Edge Private Wealth Management first reported a position in Paychex in Q3 2024 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's Paychex position peaked at $19.4K in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.