Jackson Grant Investment Advisers’s Paychex PAYX Stock Holding History

Jackson Grant Investment Advisers’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	-34	Closed	-$4.31K	–	416
2025 Q3	$4.31K	Hold	34	–	–	﹤0.01%	362
2025 Q2	$4.95K	Hold	34	–	–	﹤0.01%	322
2025 Q1	$5.25K	Hold	34	–	–	﹤0.01%	304
2024 Q4	$4.77K	Hold	34	–	–	﹤0.01%	320
2024 Q3	$4.56K	Hold	34	–	–	﹤0.01%	328
2024 Q2	$4.03K	Hold	34	–	–	﹤0.01%	332
2024 Q1	$4.17K	Hold	34	–	–	﹤0.01%	314
2023 Q4	$4.05K	Hold	34	–	–	﹤0.01%	307
2023 Q3	$3.92K	Hold	34	–	–	﹤0.01%	303
2023 Q2	$3.8K	Hold	34	–	–	﹤0.01%	316
2023 Q1	$3.9K	Buy	+34	New	+$3.87K	﹤0.01%	338
2021 Q2	–	Sell	-52	Closed	-$5K	–	377
2021 Q1	$5K	Hold	52	–	–	﹤0.01%	351
2020 Q4	$5K	Buy	+52	New	+$4.62K	﹤0.01%	324

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

Jackson Grant Investment Advisers's PAYX Position: Q4 2025 in Review

Jackson Grant Investment Advisers sold out of Paychex (PAYX) in Q4 2025, closing a stake of 34 shares — an estimated $4.31K sold.

Jackson Grant Investment Advisers first reported a position in PAYX in Q4 2020 and held it in 13 quarters. The position peaked at $5.25K in Q1 2025. 1,591 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

Jackson Grant Investment Advisers reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 34 Paychex shares in Q4 2025, an estimated $4.31K.
Jackson Grant Investment Advisers first reported a position in Paychex in Q4 2020 and held it in 13 quarters.
Jackson Grant Investment Advisers's Paychex position peaked at $5.25K in Q1 2025.
1,591 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.