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Brass Tax Wealth Management’s Paychex PAYX Stock Holding History

Brass Tax 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
Q3 		$207K Sell
1,630
-220
-12% -$30.5K 0.03% 238
2025
Q2 		$269K Sell
1,850
-47
-2% -$7.08K 0.05% 180
2025
Q1 		$293K Sell
1,897
-7
-0.4% -$1.03K 0.06% 159
2024
Q4 		$267K Sell
1,904
-220
-10% -$31.2K 0.06% 165
2024
Q3 		$285K Buy
2,124
+134
+7% +$17K 0.06% 150
2024
Q2 		$236K Buy
+1,990
New +$243K 0.1% 123

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

Brass Tax Wealth Management's PAYX Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Paychex (PAYX) stake by 12% in Q3 2025, selling an estimated $30.5K and leaving 1,630 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #238.

Brass Tax Wealth Management first reported a position in PAYX in Q2 2024 and has held it in 6 quarters since. The position peaked at $293K in Q1 2025. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Brass Tax Wealth Management held 1,630 shares of Paychex worth $207K as of Q3 2025.
  • Brass Tax Wealth Management sold 220 Paychex shares in Q3 2025, an estimated $30.5K.
  • Paychex made up 0.03% of Brass Tax Wealth Management's portfolio in Q3 2025, its #238 holding.
  • Brass Tax Wealth Management first reported a position in Paychex in Q2 2024 and has held it in 6 quarters since.
  • Brass Tax Wealth Management's Paychex position peaked at $293K in Q1 2025.
  • 1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.