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Atria Wealth Solutions’s Paychex PAYX Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.42M Sell
9,774
-23,213
-70% -$3.49M 0.03% 516
2025
Q1 		$5.09M Buy
32,987
+17,466
+113% +$2.57M 0.06% 332
2024
Q4 		$2.18M Sell
15,521
-716
-4% -$102K 0.02% 613
2024
Q3 		$2.18M Buy
16,237
+552
+4% +$70.1K 0.02% 599
2024
Q2 		$1.86M Sell
15,685
-1,996
-11% -$244K 0.02% 650
2024
Q1 		$2.17M Sell
17,681
-1,514
-8% -$184K 0.02% 605
2023
Q4 		$2.29M Buy
19,195
+581
+3% +$68.8K 0.03% 562
2023
Q3 		$2.15M Sell
18,614
-895
-5% -$108K 0.03% 535
2023
Q2 		$2.18M Buy
19,509
+39
+0.2% +$4.26K 0.03% 540
2023
Q1 		$2.23M Buy
19,470
+226
+1% +$25.7K 0.03% 508
2022
Q4 		$2.22M Sell
19,244
-502
-3% -$58.8K 0.04% 474
2022
Q3 		$2.22M Buy
19,746
+6,181
+46% +$766K 0.04% 444
2022
Q2 		$1.54M Sell
13,565
-599
-4% -$75.2K 0.03% 532
2022
Q1 		$1.93M Buy
+14,164
New +$1.74M 0.03% 494

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's PAYX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Paychex (PAYX) stake by 70% in Q2 2025, selling an estimated $3.49M and leaving 9,774 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #516.

Atria Wealth Solutions first reported a position in PAYX in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.09M in Q1 2025. 1,674 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Atria Wealth Solutions held 9,774 shares of Paychex worth $1.42M as of Q2 2025.
  • Atria Wealth Solutions sold 23,213 Paychex shares in Q2 2025, an estimated $3.49M.
  • Paychex made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #516 holding.
  • Atria Wealth Solutions first reported a position in Paychex in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Paychex position peaked at $5.09M in Q1 2025.
  • 1,674 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.