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Destination Wealth Management’s Paychex PAYX Stock Holding History

Destination 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
Q4 		– Sell
-1,604
Closed -$203K – 345
2025
Q3 		$203K Buy
+1,604
New +$223K 0.01% 257
2019
Q3 		– Sell
-20
Closed -$2K – 395
2019
Q2 		$2K Buy
+20
New +$1.69K ﹤0.01% 532
2018
Q3 		– Sell
-204
Closed -$14K – 740
2018
Q2 		$14K Buy
+204
New +$13.2K ﹤0.01% 370

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Destination Wealth Management's PAYX Position: Q4 2025 in Review

Destination Wealth Management sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,604 shares — an estimated $203K sold.

Destination Wealth Management first reported a position in PAYX in Q2 2018 and held it in 3 quarters. The position peaked at $203K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Destination Wealth Management reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Destination Wealth Management sold 1,604 Paychex shares in Q4 2025, an estimated $203K.
  • Destination Wealth Management first reported a position in Paychex in Q2 2018 and held it in 3 quarters.
  • Destination Wealth Management's Paychex position peaked at $203K in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

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