Court Place Advisors’s Paychex PAYX Stock Holding History

Court Place Advisors’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	$532K	Hold	4,195	–	–	0.16%	93
2025 Q2	$610K	Hold	4,195	–	–	0.19%	84
2025 Q1	$647K	Hold	4,195	–	–	0.21%	80
2024 Q4	$588K	Sell	4,195 -14	-0.3%	-$1.99K	0.19%	86
2024 Q3	$565K	Hold	4,209	–	–	0.16%	95
2024 Q2	$499K	Hold	4,209	–	–	0.16%	96
2024 Q1	$517K	Hold	4,209	–	–	0.17%	96
2023 Q4	$501K	Sell	4,209 -20	-0.5%	-$2.37K	0.16%	94
2023 Q3	$488K	Sell	4,229 -20	-0.5%	-$2.41K	0.17%	98
2023 Q2	$475K	Hold	4,249	–	–	0.17%	97
2023 Q1	$487K	Hold	4,249	–	–	0.18%	100
2022 Q4	$491K	Buy	4,249 +28	+0.7%	+$3.28K	0.18%	101
2022 Q3	$474K	Hold	4,221	–	–	0.19%	99
2022 Q2	$481K	Hold	4,221	–	–	0.18%	100
2022 Q1	$576K	Hold	4,221	–	–	0.19%	100
2021 Q4	$576K	Hold	4,221	–	–	0.16%	104
2021 Q3	$475K	Sell	4,221 -427	-9%	-$48K	0.14%	116
2021 Q2	$499K	Buy	4,648 +2,277	+96%	+$229K	0.15%	115
2021 Q1	$232K	Hold	2,371	–	–	0.07%	168
2020 Q4	$221K	Buy	+2,371	New	+$211K	0.07%	160
2020 Q1	–	Sell	-2,371	Closed	-$202K	–	171
2019 Q4	$202K	Sell	2,371 -400	-14%	-$33.7K	0.07%	176
2019 Q3	$229K	Hold	2,771	–	–	0.09%	160
2019 Q2	$228K	Sell	2,771 -300	-10%	-$25.3K	0.09%	162
2019 Q1	$246K	Buy	+3,071	New	+$226K	0.1%	153
2018 Q4	–	Sell	-3,040	Closed	-$224K	–	174
2018 Q3	$224K	Sell	3,040 -303	-9%	-$21.8K	0.08%	162
2018 Q2	$228K	Buy	+3,343	New	+$216K	0.09%	156

Other funds holding PAYX

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Court Place Advisors's PAYX Position: Q3 2025 in Review

Court Place Advisors held its Paychex (PAYX) position steady in Q3 2025 at 4,195 shares worth $532K. The position accounts for 0.16% of the portfolio, ranked #93.

Court Place Advisors first reported a position in PAYX in Q2 2018 and has held it in 26 quarters since. The position peaked at $647K in Q1 2025. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Court Place Advisors held 4,195 shares of Paychex worth $532K as of Q3 2025.
Court Place Advisors left its Paychex share count unchanged in Q3 2025.
Paychex made up 0.16% of Court Place Advisors's portfolio in Q3 2025, its #93 holding.
Court Place Advisors first reported a position in Paychex in Q2 2018 and has held it in 26 quarters since.
Court Place Advisors's Paychex position peaked at $647K in Q1 2025.
1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.