Essential Planning’s Paychex PAYX Stock Holding History

Essential Planning’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 Q1	–	Sell	-14,555	Closed	-$2.07M	–	236
2024 Q4	$2.07M	Buy	+14,555	New	+$2.07M	0.01%	191

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 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

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

Essential Planning's PAYX Position: Q1 2025 in Review

Essential Planning sold out of Paychex (PAYX) in Q1 2025, closing a stake of 14,555 shares — an estimated $2.07M sold.

Essential Planning first reported a position in PAYX in Q4 2024 and held it in 1 quarter. The position peaked at $2.07M in Q4 2024. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

Essential Planning reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 14,555 Paychex shares in Q1 2025, an estimated $2.07M.
Essential Planning first reported a position in Paychex in Q4 2024 and held it in 1 quarter.
Essential Planning's Paychex position peaked at $2.07M in Q4 2024.
1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.