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Marshall & Sterling Wealth Advisors’s Paychex PAYX Stock Holding History

Marshall & Sterling Wealth Advisors’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
-8
Closed -$1.01K – 542
2025
Q3 		$1.01K Hold
8
– – ﹤0.01% 596
2025
Q2 		$1.16K Hold
8
– – ﹤0.01% 575
2025
Q1 		$1.23K Buy
+8
New +$1.18K ﹤0.01% 569

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 $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's PAYX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Paychex (PAYX) in Q4 2025, closing a stake of 8 shares — an estimated $1.01K sold.

Marshall & Sterling Wealth Advisors first reported a position in PAYX in Q1 2025 and held it in 3 quarters. The position peaked at $1.23K in Q1 2025. 1,591 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 8 Paychex shares in Q4 2025, an estimated $1.01K.
  • Marshall & Sterling Wealth Advisors first reported a position in Paychex in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Paychex position peaked at $1.23K in Q1 2025.
  • 1,591 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.