Carmel Capital Partners’s Paychex PAYX Stock Holding History

Carmel Capital Partners’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	–	Sell	-2,142	Closed	-$312K	–	146
2025 Q2	$312K	Sell	2,142 -78	-4%	-$11.7K	0.11%	113
2025 Q1	$343K	Buy	2,220 +42	+2%	+$6.18K	0.13%	113
2024 Q4	$305K	Sell	2,178 -28	-1%	-$3.98K	0.12%	116
2024 Q3	$296K	Buy	+2,206	New	+$280K	0.11%	127
2023 Q4	–	Sell	-240	Closed	-$27.7K	–	532
2023 Q3	$27.7K	Buy	+240	New	+$28.9K	0.01%	310
2023 Q2	–	Sell	-705	Closed	-$80.8K	–	462
2023 Q1	$80.8K	Buy	+705	New	+$80.2K	0.05%	211
2022 Q2	–	Sell	-1,707	Closed	-$233K	–	127
2022 Q1	$233K	Hold	1,707	–	–	0.19%	104
2021 Q4	$233K	Buy	+1,707	New	+$211K	0.17%	102

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmel Capital Partners's PAYX Position: Q3 2025 in Review

Carmel Capital Partners sold out of Paychex (PAYX) in Q3 2025, closing a stake of 2,142 shares — an estimated $312K sold.

Carmel Capital Partners first reported a position in PAYX in Q4 2021 and held it in 8 quarters. The position peaked at $343K in Q1 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Carmel Capital Partners reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Carmel Capital Partners sold 2,142 Paychex shares in Q3 2025, an estimated $312K.
Carmel Capital Partners first reported a position in Paychex in Q4 2021 and held it in 8 quarters.
Carmel Capital Partners's Paychex position peaked at $343K in Q1 2025.
1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.