Continuum Advisory’s Paychex PAYX Stock Holding History

Continuum Advisory’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 Q4	–	Sell	-4,540	Closed	-$575K	–	466
2025 Q3	$575K	Buy	4,540 +731	+19%	+$101K	0.06%	256
2025 Q2	$554K	Buy	3,809 +2,742	+257%	+$413K	0.07%	248
2025 Q1	$165K	Buy	1,067 +463	+77%	+$68.1K	0.02%	428
2024 Q4	$84.7K	Sell	604 -4	-0.7%	-$568	0.01%	555
2024 Q3	$88.7K	Buy	+608	New	+$77.2K	0.01%	548
2022 Q2	–	Sell	-1,896	Closed	-$240K	–	416
2022 Q1	$240K	Sell	1,896 -1,192	-39%	-$146K	0.05%	346
2021 Q4	$422K	Buy	3,088 +57	+2%	+$7.05K	0.09%	202
2021 Q3	$341K	Buy	3,031 +155	+5%	+$17.4K	0.09%	209
2021 Q2	$309K	Buy	+2,876	New	+$289K	0.1%	206
2018 Q1	–	Sell	-2,962	Closed	-$202K	–	164
2017 Q4	$202K	Buy	+2,962	New	+$194K	0.15%	164

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Continuum Advisory's PAYX Position: Q4 2025 in Review

Continuum Advisory sold out of Paychex (PAYX) in Q4 2025, closing a stake of 4,540 shares — an estimated $575K sold.

Continuum Advisory first reported a position in PAYX in Q4 2017 and held it in 10 quarters. The position peaked at $575K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

Continuum Advisory reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
Continuum Advisory sold 4,540 Paychex shares in Q4 2025, an estimated $575K.
Continuum Advisory first reported a position in Paychex in Q4 2017 and held it in 10 quarters.
Continuum Advisory's Paychex position peaked at $575K in Q3 2025.
1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Continuum Advisory's 13F filing for Q4 2025, filed 11 Feb 2026.