CTWM
PAYC icon

Cherry Tree Wealth Management’s Paycom PAYC Stock Holding History

Cherry Tree Wealth Management’s Portfolio PAYC Stock Details PAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15
Closed -$3.12K – 624
2025
Q3 		$3.12K Hold
15
– – ﹤0.01% 498
2025
Q2 		$3.47K Hold
15
– – ﹤0.01% 503
2025
Q1 		$3.28K Hold
15
– – ﹤0.01% 582
2024
Q4 		$3.08K Hold
15
– – ﹤0.01% 511
2024
Q3 		$2.5K Hold
15
– – ﹤0.01% 520
2024
Q2 		$2.15K Hold
15
– – ﹤0.01% 513
2024
Q1 		$2.99K Hold
15
– – ﹤0.01% 481
2023
Q4 		$3.1K Hold
15
– – ﹤0.01% 470
2023
Q3 		$3.89K Hold
15
– – ﹤0.01% 432
2023
Q2 		$4.82K Buy
+15
New +$4.42K ﹤0.01% 405

Other funds holding PAYC

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's PAYC Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Paycom (PAYC) in Q4 2025, closing a stake of 15 shares — an estimated $3.12K sold.

Cherry Tree Wealth Management first reported a position in PAYC in Q2 2023 and held it in 10 quarters. The position peaked at $4.82K in Q2 2023. 718 funds tracked by Wall St. Rank hold PAYC as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Paycom position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 15 Paycom shares in Q4 2025, an estimated $3.12K.
  • Cherry Tree Wealth Management first reported a position in Paycom in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Paycom position peaked at $4.82K in Q2 2023.
  • 718 funds tracked by Wall St. Rank held Paycom as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.