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Brady Family Wealth’s Paychex PAYX Stock Holding History

Brady Family Wealth’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 		– Sell
-1,360
Closed -$210K – 115
2025
Q1 		$210K Sell
1,360
-514
-27% -$75.6K 0.07% 111
2024
Q4 		$263K Sell
1,874
-8
-0.4% -$1.14K 0.08% 103
2024
Q3 		$253K Sell
1,882
-14
-0.7% -$1.78K 0.08% 109
2024
Q2 		$225K Sell
1,896
-172
-8% -$21K 0.07% 110
2024
Q1 		$254K Sell
2,068
-12
-0.6% -$1.46K 0.08% 107
2023
Q4 		$248K Sell
2,080
-381
-15% -$45.1K 0.08% 107
2023
Q3 		$284K Sell
2,461
-43
-2% -$5.18K 0.11% 99
2023
Q2 		$280K Hold
2,504
– – 0.1% 105
2023
Q1 		$287K Sell
2,504
-80
-3% -$9.1K 0.11% 104
2022
Q4 		$299K Buy
+2,584
New +$302K 0.12% 102

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 $134M AUM 21.11% 1-Year Est. Return

Brady Family Wealth's PAYX Position: Q2 2025 in Review

Brady Family Wealth sold out of Paychex (PAYX) in Q2 2025, closing a stake of 1,360 shares — an estimated $210K sold.

Brady Family Wealth first reported a position in PAYX in Q4 2022 and held it in 10 quarters. The position peaked at $299K in Q4 2022. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Brady Family Wealth reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
  • Brady Family Wealth sold 1,360 Paychex shares in Q2 2025, an estimated $210K.
  • Brady Family Wealth first reported a position in Paychex in Q4 2022 and held it in 10 quarters.
  • Brady Family Wealth's Paychex position peaked at $299K in Q4 2022.
  • 1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Brady Family Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.