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Marks Group Wealth Management’s Paychex PAYX Stock Holding History

Marks Group 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 		– Sell
-10,433
Closed -$1.32M – 340
2025
Q3 		$1.32M Sell
10,433
-1,212
-10% -$168K 0.12% 155
2025
Q2 		$1.69M Sell
11,645
-93
-0.8% -$14K 0.16% 130
2025
Q1 		$1.81M Sell
11,738
-2
-0% -$294 0.17% 132
2024
Q4 		$1.65M Buy
11,740
+113
+1% +$16K 0.16% 131
2024
Q3 		$1.56M Sell
11,627
-7,733
-40% -$982K 0.15% 141
2024
Q2 		$2.3M Buy
19,360
+632
+3% +$77.2K 0.24% 109
2024
Q1 		$2.3M Buy
18,728
+973
+5% +$118K 0.24% 110
2023
Q4 		$2.11M Buy
17,755
+389
+2% +$46.1K 0.24% 119
2023
Q3 		$2M Sell
17,366
-89
-0.5% -$10.7K 0.25% 120
2023
Q2 		$1.95M Buy
17,455
+6
+0% +$656 0.23% 124
2023
Q1 		$2M Buy
17,449
+97
+0.6% +$11K 0.26% 118
2022
Q4 		$2.01M Sell
17,352
-376
-2% -$44K 0.27% 113
2022
Q3 		$1.99M Buy
17,728
+202
+1% +$25K 0.3% 101
2022
Q2 		$2M Sell
17,526
-743
-4% -$93.3K 0.29% 103
2022
Q1 		$2.49M Buy
18,269
+1,071
+6% +$131K 0.31% 98
2021
Q4 		$2.37M Buy
17,198
+150
+0.9% +$18.5K 0.29% 107
2021
Q3 		$1.92M Sell
17,048
-13,933
-45% -$1.57M 0.26% 113
2021
Q2 		$3.34M Buy
30,981
+471
+2% +$47.4K 0.46% 96
2021
Q1 		$3M Buy
30,510
+1,593
+6% +$147K 0.44% 96
2020
Q4 		$2.69M Buy
28,917
+2,092
+8% +$186K 0.42% 98
2020
Q3 		$2.14M Buy
26,825
+1,821
+7% +$137K 0.39% 97
2020
Q2 		$1.89M Buy
25,004
+1,090
+5% +$75.5K 0.38% 103
2020
Q1 		$1.51M Buy
23,914
+1,554
+7% +$124K 0.39% 102
2019
Q4 		$1.9M Buy
+22,360
New +$1.89M 0.37% 109

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

Marks Group Wealth Management's PAYX Position: Q4 2025 in Review

Marks Group Wealth Management sold out of Paychex (PAYX) in Q4 2025, closing a stake of 10,433 shares — an estimated $1.32M sold.

Marks Group Wealth Management first reported a position in PAYX in Q4 2019 and held it in 24 quarters. The position peaked at $3.34M in Q2 2021. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Marks Group Wealth Management reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 10,433 Paychex shares in Q4 2025, an estimated $1.32M.
  • Marks Group Wealth Management first reported a position in Paychex in Q4 2019 and held it in 24 quarters.
  • Marks Group Wealth Management's Paychex position peaked at $3.34M in Q2 2021.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.