Joule Financial’s Paychex PAYX Stock Holding History

Joule Financial’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	-1,689	Closed	-$214K	–	114
2025 Q3	$214K	Sell	1,689 -172	-9%	-$23.9K	0.06%	108
2025 Q2	$271K	Buy	1,861 +460	+33%	+$69.3K	0.09%	94
2025 Q1	$216K	Buy	+1,401	New	+$206K	0.08%	96

Other funds holding PAYX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joule Financial's PAYX Position: Q4 2025 in Review

Joule Financial sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,689 shares — an estimated $214K sold.

Joule Financial first reported a position in PAYX in Q1 2025 and held it in 3 quarters. The position peaked at $271K in Q2 2025. 1,587 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

Joule Financial reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
Joule Financial sold 1,689 Paychex shares in Q4 2025, an estimated $214K.
Joule Financial first reported a position in Paychex in Q1 2025 and held it in 3 quarters.
Joule Financial's Paychex position peaked at $271K in Q2 2025.
1,587 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Joule Financial's 13F filing for Q4 2025, filed 20 Jan 2026.