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Leo Wealth LLC’s Paychex PAYX Stock Holding History

Leo Wealth LLC’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
-1,593
Closed -$202K – 430
2025
Q3 		$202K Sell
1,593
-255
-14% -$35.4K 0.03% 276
2025
Q2 		$269K Buy
1,848
+297
+19% +$44.7K 0.02% 326
2025
Q1 		$239K Sell
1,551
-36
-2% -$5.29K 0.03% 242
2024
Q4 		$222K Buy
+1,587
New +$225K 0.02% 327

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leo Wealth LLC's PAYX Position: Q4 2025 in Review

Leo Wealth LLC sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,593 shares — an estimated $202K sold.

Leo Wealth LLC first reported a position in PAYX in Q4 2024 and held it in 4 quarters. The position peaked at $269K in Q2 2025. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Leo Wealth LLC reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 1,593 Paychex shares in Q4 2025, an estimated $202K.
  • Leo Wealth LLC first reported a position in Paychex in Q4 2024 and held it in 4 quarters.
  • Leo Wealth LLC's Paychex position peaked at $269K in Q2 2025.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Leo Wealth LLC's 13F filing for Q4 2025, filed 21 Jan 2026.