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Bristlecone Advisors’s Paychex PAYX Stock Holding History

Bristlecone Advisors’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
-1,317
Closed -$203K – 343
2025
Q1 		$203K Buy
+1,317
New +$194K 0.02% 272
2021
Q3 		– Sell
-2,239
Closed -$240K – 218
2021
Q2 		$240K Hold
2,239
– – 0.03% 195
2021
Q1 		$219K Buy
+2,239
New +$206K 0.03% 199
2020
Q1 		– Sell
-3,228
Closed -$275K – 192
2019
Q4 		$275K Buy
+3,228
New +$272K 0.06% 174
2019
Q3 		– Sell
-3,188
Closed -$262K – 169
2019
Q2 		$262K Buy
+3,188
New +$269K 0.06% 159

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

Bristlecone Advisors's PAYX Position: Q2 2025 in Review

Bristlecone Advisors sold out of Paychex (PAYX) in Q2 2025, closing a stake of 1,317 shares — an estimated $203K sold.

Bristlecone Advisors first reported a position in PAYX in Q2 2019 and held it in 5 quarters. The position peaked at $275K in Q4 2019. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Bristlecone Advisors reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 1,317 Paychex shares in Q2 2025, an estimated $203K.
  • Bristlecone Advisors first reported a position in Paychex in Q2 2019 and held it in 5 quarters.
  • Bristlecone Advisors's Paychex position peaked at $275K in Q4 2019.
  • 1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.