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Carolinas Wealth Consulting’s Paychex PAYX Stock Holding History

Carolinas Wealth Consulting’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
-73
Closed -$11.3K – 671
2025
Q1 		$11.3K Buy
73
+1
+1% +$147 ﹤0.01% 520
2024
Q4 		$9.98K Sell
72
-190
-73% -$27K ﹤0.01% 546
2024
Q3 		$35K Buy
262
+2
+0.8% +$254 0.01% 409
2024
Q2 		$30.8K Buy
260
+14
+6% +$1.71K 0.01% 429
2024
Q1 		$30.2K Buy
246
+100
+68% +$12.1K 0.01% 441
2023
Q4 		$17.3K Sell
146
-7
-5% -$829 ﹤0.01% 473
2023
Q3 		$17K Buy
153
+7
+5% +$844 ﹤0.01% 452
2023
Q2 		$16.4K Buy
146
+1
+0.7% +$109 ﹤0.01% 510
2023
Q1 		$16.6K Buy
145
+22
+18% +$2.5K ﹤0.01% 526
2022
Q4 		$14.2K Hold
123
– – ﹤0.01% 556
2022
Q3 		$14K Hold
123
– – ﹤0.01% 509
2022
Q2 		$14K Hold
123
– – ﹤0.01% 520
2022
Q1 		$17K Sell
123
-162
-57% -$19.9K ﹤0.01% 516
2021
Q4 		$39K Hold
285
– – 0.01% 397
2021
Q3 		$32K Hold
285
– – 0.01% 404
2021
Q2 		$31K Hold
285
– – 0.01% 428
2021
Q1 		$28K Buy
285
+162
+132% +$14.9K 0.01% 455
2020
Q4 		$11K Buy
123
+110
+846% +$9.77K ﹤0.01% 571
2020
Q3 		$1K Buy
+13
New +$976 ﹤0.01% 866

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

Carolinas Wealth Consulting's PAYX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Paychex (PAYX) in Q2 2025, closing a stake of 73 shares — an estimated $11.3K sold.

Carolinas Wealth Consulting first reported a position in PAYX in Q3 2020 and held it in 19 quarters. The position peaked at $39K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 73 Paychex shares in Q2 2025, an estimated $11.3K.
  • Carolinas Wealth Consulting first reported a position in Paychex in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Paychex position peaked at $39K in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.