MilWealth Group’s Paychex PAYX Stock Holding History

MilWealth Group’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 Q1	–	Sell	-253	Closed	-$35.5K	–	86
2024 Q4	$35.5K	Buy	+253	New	+$35.9K	0.01%	61

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MilWealth Group's PAYX Position: Q1 2025 in Review

MilWealth Group sold out of Paychex (PAYX) in Q1 2025, closing a stake of 253 shares — an estimated $35.5K sold.

MilWealth Group first reported a position in PAYX in Q4 2024 and held it in 1 quarter. The position peaked at $35.5K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

MilWealth Group reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
MilWealth Group sold 253 Paychex shares in Q1 2025, an estimated $35.5K.
MilWealth Group first reported a position in Paychex in Q4 2024 and held it in 1 quarter.
MilWealth Group's Paychex position peaked at $35.5K in Q4 2024.
1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on MilWealth Group's 13F filing for Q1 2025, filed 1 May 2025.