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Centricity Wealth Management’s Paychex PAYX Stock Holding History

Centricity 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 		$147K Hold
1,014
– – 0.12% 93
2025
Q1 		$156K Hold
1,014
– – 0.14% 85
2024
Q4 		$142K Buy
+1,014
New +$144K 0.13% 92

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Centricity Wealth Management's PAYX Position: Q2 2025 in Review

Centricity Wealth Management held its Paychex (PAYX) position steady in Q2 2025 at 1,014 shares worth $147K. The position accounts for 0.12% of the portfolio, ranked #93.

Centricity Wealth Management first reported a position in PAYX in Q4 2024 and has held it in 3 quarters since. The position peaked at $156K in Q1 2025. 1,674 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Centricity Wealth Management held 1,014 shares of Paychex worth $147K as of Q2 2025.
  • Centricity Wealth Management left its Paychex share count unchanged in Q2 2025.
  • Paychex made up 0.12% of Centricity Wealth Management's portfolio in Q2 2025, its #93 holding.
  • Centricity Wealth Management first reported a position in Paychex in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Paychex position peaked at $156K in Q1 2025.
  • 1,674 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.