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Compass Wealth Management’s Paychex PAYX Stock Holding History

Compass 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
-44
Closed -$6.79K – 334
2025
Q1 		$6.79K Buy
+44
New +$6.47K ﹤0.01% 369
2023
Q4 		– Sell
-1,000
Closed -$115K – 399
2023
Q3 		$115K Hold
1,000
– – 0.04% 175
2023
Q2 		$112K Hold
1,000
– – 0.03% 178
2023
Q1 		$115K Hold
1,000
– – 0.04% 176
2022
Q4 		$116K Buy
+1,000
New +$117K 0.04% 181

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 $3.38T AUM 44.17% 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

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

Compass Wealth Management sold out of Paychex (PAYX) in Q2 2025, closing a stake of 44 shares — an estimated $6.79K sold.

Compass Wealth Management first reported a position in PAYX in Q4 2022 and held it in 5 quarters. The position peaked at $116K in Q4 2022. 1,675 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Compass Wealth Management reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 44 Paychex shares in Q2 2025, an estimated $6.79K.
  • Compass Wealth Management first reported a position in Paychex in Q4 2022 and held it in 5 quarters.
  • Compass Wealth Management's Paychex position peaked at $116K in Q4 2022.
  • 1,675 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.