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Midland Wealth Advisors’s Paychex PAYX Stock Holding History

Midland 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
Q2 		– Sell
-1,425
Closed -$220K – 184
2025
Q1 		$220K Sell
1,425
-494
-26% -$72.7K 0.01% 175
2024
Q4 		$269K Hold
1,919
– – 0.02% 169
2024
Q3 		$258K Hold
1,919
– – 0.02% 176
2024
Q2 		$228K Sell
1,919
-302
-14% -$36.9K 0.01% 201
2024
Q1 		$273K Sell
2,221
-1,704
-43% -$207K 0.02% 171
2023
Q4 		$468K Buy
+3,925
New +$465K 0.03% 138

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Midland Wealth Advisors's PAYX Position: Q2 2025 in Review

Midland Wealth Advisors sold out of Paychex (PAYX) in Q2 2025, closing a stake of 1,425 shares — an estimated $220K sold.

Midland Wealth Advisors first reported a position in PAYX in Q4 2023 and held it in 6 quarters. The position peaked at $468K in Q4 2023. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Midland Wealth Advisors reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
  • Midland Wealth Advisors sold 1,425 Paychex shares in Q2 2025, an estimated $220K.
  • Midland Wealth Advisors first reported a position in Paychex in Q4 2023 and held it in 6 quarters.
  • Midland Wealth Advisors's Paychex position peaked at $468K in Q4 2023.
  • 1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Midland Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.