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Avantax Advisory Services’s Paychex PAYX Stock Holding History

Avantax Advisory Services’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 		$4.24M Buy
29,168
+2,311
+9% +$348K 0.02% 506
2025
Q1 		$4.14M Buy
26,857
+3,037
+13% +$447K 0.03% 476
2024
Q4 		$3.34M Buy
23,820
+379
+2% +$53.8K 0.02% 524
2024
Q3 		$3.15M Buy
23,441
+1,038
+5% +$132K 0.02% 525
2024
Q2 		$2.66M Buy
22,403
+8,660
+63% +$1.06M 0.02% 566
2024
Q1 		$1.69M Sell
13,743
-2,875
-17% -$349K 0.02% 582
2023
Q4 		$1.98M Buy
16,618
+723
+5% +$85.7K 0.02% 502
2023
Q3 		$1.83M Sell
15,895
-511
-3% -$61.6K 0.02% 484
2023
Q2 		$1.84M Sell
16,406
-2,934
-15% -$321K 0.02% 481
2023
Q1 		$2.22M Buy
19,340
+1,445
+8% +$164K 0.03% 413
2022
Q4 		$2.07M Buy
17,895
+587
+3% +$68.7K 0.03% 419
2022
Q3 		$1.94M Buy
17,308
+2,066
+14% +$256K 0.03% 380
2022
Q2 		$1.74M Buy
15,242
+1,109
+8% +$139K 0.03% 408
2022
Q1 		$1.93M Sell
14,133
-4,060
-22% -$498K 0.03% 384
2021
Q4 		$2.48M Buy
18,193
+730
+4% +$90.2K 0.04% 326
2021
Q3 		$1.96M Sell
17,463
-634
-4% -$71.2K 0.03% 337
2021
Q2 		$1.94M Buy
18,097
+1,001
+6% +$101K 0.04% 328
2021
Q1 		$1.67M Sell
17,096
-998
-6% -$91.9K 0.04% 324
2020
Q4 		$1.69M Sell
18,094
-12,914
-42% -$1.15M 0.04% 298
2020
Q3 		$2.48M Buy
31,008
+10,032
+48% +$753K 0.04% 324
2020
Q2 		$1.59M Sell
20,976
-761
-4% -$52.7K 0.05% 261
2020
Q1 		$1.37M Buy
21,737
+405
+2% +$32.4K 0.04% 252
2019
Q4 		$1.82M Buy
21,332
+16,582
+349% +$1.4M 0.04% 230
2019
Q3 		$394K Sell
4,750
-42
-0.9% -$3.49K 0.02% 366
2019
Q2 		$394K Buy
4,792
+301
+7% +$25.4K 0.02% 336
2019
Q1 		$360K Buy
4,491
+57
+1% +$4.2K 0.02% 322
2018
Q4 		$288K Buy
+4,434
New +$300K 0.05% 303

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Avantax Advisory Services's PAYX Position: Q2 2025 in Review

Avantax Advisory Services increased its Paychex (PAYX) stake by 8.6% in Q2 2025, buying an estimated $348K and bringing the position to 29,168 shares worth $4.24M. The position accounts for 0.02% of the portfolio, ranked #506.

Avantax Advisory Services first reported a position in PAYX in Q4 2018 and has held it in 27 quarters since. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Avantax Advisory Services held 29,168 shares of Paychex worth $4.24M as of Q2 2025.
  • Avantax Advisory Services bought 2,311 Paychex shares in Q2 2025, an estimated $348K.
  • Paychex made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #506 holding.
  • Avantax Advisory Services first reported a position in Paychex in Q4 2018 and has held it in 27 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.