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Investment Advisory Services’s Paychex PAYX Stock Holding History

Investment Advisory Services’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
-1,609
Closed -$204K – 130
2025
Q3 		$204K Hold
1,609
– – 0.06% 121
2025
Q2 		$234K Buy
+1,609
New +$242K 0.08% 113
2022
Q2 		– Sell
-1,561
Closed -$213K – 102
2022
Q1 		$213K Sell
1,561
-56
-3% -$6.87K 0.12% 95
2021
Q4 		$221K Buy
+1,617
New +$200K 0.12% 91

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

Investment Advisory Services's PAYX Position: Q4 2025 in Review

Investment Advisory Services sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,609 shares — an estimated $204K sold.

Investment Advisory Services first reported a position in PAYX in Q4 2021 and held it in 4 quarters. The position peaked at $234K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Investment Advisory Services reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Investment Advisory Services sold 1,609 Paychex shares in Q4 2025, an estimated $204K.
  • Investment Advisory Services first reported a position in Paychex in Q4 2021 and held it in 4 quarters.
  • Investment Advisory Services's Paychex position peaked at $234K in Q2 2025.
  • 1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Investment Advisory Services's 13F filing for Q4 2025, filed 22 Jan 2026.