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Capital A Wealth Management’s Paychex PAYX Stock Holding History

Capital A 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
Q2 		– Sell
-27
Closed -$4.17K – 729
2025
Q1 		$4.17K Buy
27
+4
+17% +$588 ﹤0.01% 398
2024
Q4 		$3.23K Buy
+23
New +$3.27K 0.01% 428

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

Capital A Wealth Management's PAYX Position: Q2 2025 in Review

Capital A Wealth Management sold out of Paychex (PAYX) in Q2 2025, closing a stake of 27 shares — an estimated $4.17K sold.

Capital A Wealth Management first reported a position in PAYX in Q4 2024 and held it in 2 quarters. The position peaked at $4.17K in Q1 2025. 1,674 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Capital A Wealth Management reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 27 Paychex shares in Q2 2025, an estimated $4.17K.
  • Capital A Wealth Management first reported a position in Paychex in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Paychex position peaked at $4.17K in Q1 2025.
  • 1,674 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.