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Buck Wealth Strategies’s Paychex PAYX Stock Holding History

Buck Wealth Strategies’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
Q1 		– Sell
-5,777
Closed -$810K – 132
2024
Q4 		$810K Buy
5,777
+2,432
+73% +$345K 0.17% 52
2024
Q3 		$449K Sell
3,345
-1,764
-35% -$224K 0.14% 57
2024
Q2 		$606K Sell
5,109
-51,483
-91% -$6.29M 0.18% 59
2024
Q1 		$6.95M Buy
56,592
+51,868
+1,098% +$6.3M 2.39% 14
2023
Q4 		$563K Sell
4,724
-154
-3% -$18.2K 0.21% 47
2023
Q3 		$563K Buy
4,878
+4,287
+725% +$517K 0.23% 50
2023
Q2 		$66.1K Buy
591
+554
+1,497% +$60.6K 0.03% 64
2023
Q1 		$4.24K Buy
+37
New +$4.21K ﹤0.01% 138
2022
Q3 		$217K Buy
+1,886
New +$234K 0.1% 52

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

Buck Wealth Strategies's PAYX Position: Q1 2025 in Review

Buck Wealth Strategies sold out of Paychex (PAYX) in Q1 2025, closing a stake of 5,777 shares — an estimated $810K sold.

Buck Wealth Strategies first reported a position in PAYX in Q3 2022 and held it in 9 quarters. The position peaked at $6.95M in Q1 2024. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Buck Wealth Strategies reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 5,777 Paychex shares in Q1 2025, an estimated $810K.
  • Buck Wealth Strategies first reported a position in Paychex in Q3 2022 and held it in 9 quarters.
  • Buck Wealth Strategies's Paychex position peaked at $6.95M in Q1 2024.
  • 1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Buck Wealth Strategies's 13F filing for Q1 2025, filed 22 Apr 2025.