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Concord Wealth Partners’s Paychex PAYX Stock Holding History

Concord Wealth 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
-69
Closed -$10K – 871
2025
Q2 		$10K Hold
69
– – ﹤0.01% 543
2025
Q1 		$10.6K Buy
+69
New +$10.1K ﹤0.01% 503
2024
Q2 		– Hold
0
– – – 817
2024
Q1 		– Sell
-1,077
Closed -$131K – 841
2023
Q4 		$128K Sell
1,077
-48
-4% -$5.69K 0.03% 252
2023
Q3 		$130K Sell
1,125
-317
-22% -$38.2K 0.03% 252
2023
Q2 		$161K Buy
1,442
+627
+77% +$68.6K 0.03% 215
2023
Q1 		$93.4K Sell
815
-149
-15% -$17K 0.03% 258
2022
Q4 		$111K Buy
+964
New +$113K 0.03% 232
2022
Q3 		– Sell
-619
Closed -$70K – 833
2022
Q2 		$70K Buy
619
+55
+10% +$6.91K 0.02% 316
2022
Q1 		$77K Buy
564
+77
+16% +$9.45K 0.02% 345
2021
Q4 		$66K Buy
+487
New +$60.2K 0.02% 401
2021
Q3 		– Sell
-335
Closed -$36K – 998
2021
Q2 		$36K Sell
335
-3
-0.9% -$302 0.01% 399
2021
Q1 		$33K Buy
+338
New +$31.1K 0.01% 402

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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's PAYX Position: Q3 2025 in Review

Concord Wealth Partners sold out of Paychex (PAYX) in Q3 2025, closing a stake of 69 shares — an estimated $10K sold.

Concord Wealth Partners first reported a position in PAYX in Q1 2021 and held it in 12 quarters. The position peaked at $161K in Q2 2023. 1,620 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Concord Wealth Partners reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 69 Paychex shares in Q3 2025, an estimated $10K.
  • Concord Wealth Partners first reported a position in Paychex in Q1 2021 and held it in 12 quarters.
  • Concord Wealth Partners's Paychex position peaked at $161K in Q2 2023.
  • 1,620 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.