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Berry Wealth Group’s Paychex PAYX Stock Holding History

Berry Wealth Group’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
Q3 		– Sell
-2,335
Closed -$340K – 85
2025
Q2 		$340K Buy
2,335
+178
+8% +$26.8K 0.24% 59
2025
Q1 		$333K Buy
2,157
+618
+40% +$90.9K 0.26% 54
2024
Q4 		$216K Buy
+1,539
New +$219K 0.16% 92

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berry Wealth Group's PAYX Position: Q3 2025 in Review

Berry Wealth Group sold out of Paychex (PAYX) in Q3 2025, closing a stake of 2,335 shares — an estimated $340K sold.

Berry Wealth Group first reported a position in PAYX in Q4 2024 and held it in 3 quarters. The position peaked at $340K in Q2 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Berry Wealth Group reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 2,335 Paychex shares in Q3 2025, an estimated $340K.
  • Berry Wealth Group first reported a position in Paychex in Q4 2024 and held it in 3 quarters.
  • Berry Wealth Group's Paychex position peaked at $340K in Q2 2025.
  • 1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.