Litman Gregory Wealth Management’s Paychex PAYX Stock Holding History

Litman Gregory 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 Q4	$73K	Buy	+651	New	+$76.2K	0.01%	202

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

Litman Gregory Wealth Management's PAYX Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Paychex (PAYX) in Q4 2025: 651 shares worth $73K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings.

1,592 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

Litman Gregory Wealth Management held 651 shares of Paychex worth $73K as of Q4 2025.
Paychex was a new Litman Gregory Wealth Management position in Q4 2025.
Paychex made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #202 holding.
1,592 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.