Heartwood Wealth Advisors’s Paychex PAYX Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-200	Closed	-$25.4K	–	486
2025 Q3	$25.4K	Buy	+200	New	+$27.7K	﹤0.01%	347

Other funds holding PAYX

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Heartwood Wealth Advisors's PAYX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Paychex (PAYX) in Q4 2025, closing a stake of 200 shares — an estimated $25.4K sold.

Heartwood Wealth Advisors first reported a position in PAYX in Q3 2025 and held it in 1 quarter. The position peaked at $25.4K in Q3 2025. 1,591 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 200 Paychex shares in Q4 2025, an estimated $25.4K.
Heartwood Wealth Advisors first reported a position in Paychex in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Paychex position peaked at $25.4K in Q3 2025.
1,591 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.