Garrett Wealth Advisory Group’s Paychex PAYX Stock Holding History

Garrett Wealth Advisory Group’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 Q2	–	Sell	-1,306	Closed	-$201K	–	116
2025 Q1	$201K	Buy	+1,306	New	+$192K	0.05%	109
2022 Q2	–	Sell	-1,575	Closed	-$215K	–	55
2022 Q1	$215K	Hold	1,575	–	–	0.11%	56
2021 Q4	$215K	Sell	1,575 -425	-21%	-$52.5K	0.1%	55
2021 Q3	$225K	Sell	2,000 -1,000	-33%	-$112K	0.14%	53
2021 Q2	$322K	Hold	3,000	–	–	0.21%	35
2021 Q1	$294K	Hold	3,000	–	–	0.21%	35
2020 Q4	$280K	Hold	3,000	–	–	0.21%	36
2020 Q3	$239K	Sell	3,000 -45	-1%	-$3.38K	0.19%	40
2020 Q2	$230K	Buy	+3,045	New	+$211K	0.18%	42
2020 Q1	–	Sell	-3,000	Closed	-$255K	–	46
2019 Q4	$255K	Hold	3,000	–	–	0.19%	43
2019 Q3	$248K	Hold	3,000	–	–	0.17%	45
2019 Q2	$247K	Hold	3,000	–	–	0.2%	43
2019 Q1	$241K	Buy	+3,000	New	+$221K	0.2%	44

Other funds holding PAYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garrett Wealth Advisory Group's PAYX Position: Q2 2025 in Review

Garrett Wealth Advisory Group sold out of Paychex (PAYX) in Q2 2025, closing a stake of 1,306 shares — an estimated $201K sold.

Garrett Wealth Advisory Group first reported a position in PAYX in Q1 2019 and held it in 13 quarters. The position peaked at $322K in Q2 2021. 1,674 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

Garrett Wealth Advisory Group reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
Garrett Wealth Advisory Group sold 1,306 Paychex shares in Q2 2025, an estimated $201K.
Garrett Wealth Advisory Group first reported a position in Paychex in Q1 2019 and held it in 13 quarters.
Garrett Wealth Advisory Group's Paychex position peaked at $322K in Q2 2021.
1,674 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2025, filed 12 Aug 2025.