Johnson & White Wealth Management’s Paychex PAYX Stock Holding History

Johnson & White Wealth Management’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 Q3	–	Sell	-1,559	Closed	-$227K	–	113
2025 Q2	$227K	Hold	1,559	–	–	0.11%	95
2025 Q1	$241K	Hold	1,559	–	–	0.14%	90
2024 Q4	$216K	Buy	+1,559	New	+$221K	0.13%	93
2024 Q2	–	Sell	-1,829	Closed	-$225K	–	77
2024 Q1	$225K	Sell	1,829 -165	-8%	-$20K	0.16%	78
2023 Q4	$237K	Sell	1,994 -426	-18%	-$50.5K	0.2%	74
2023 Q3	$279K	Buy	+2,420	New	+$292K	0.25%	63
2023 Q2	–	Sell	-2,419	Closed	-$277K	–	61
2023 Q1	$277K	Buy	+2,419	New	+$275K	0.25%	60
2022 Q4	–	Sell	-2,628	Closed	-$295K	–	109
2022 Q3	$295K	Buy	+2,628	New	+$326K	0.33%	63

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Johnson & White Wealth Management's PAYX Position: Q3 2025 in Review

Johnson & White Wealth Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,559 shares — an estimated $227K sold.

Johnson & White Wealth Management first reported a position in PAYX in Q3 2022 and held it in 8 quarters. The position peaked at $295K in Q3 2022. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Johnson & White Wealth Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Johnson & White Wealth Management sold 1,559 Paychex shares in Q3 2025, an estimated $227K.
Johnson & White Wealth Management first reported a position in Paychex in Q3 2022 and held it in 8 quarters.
Johnson & White Wealth Management's Paychex position peaked at $295K in Q3 2022.
1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Johnson & White Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.