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Naviter Wealth’s Paychex PAYX Stock Holding History

Naviter Wealth’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
-9,650
Closed -$1.46M – 302
2025
Q1 		$1.46M Hold
9,650
– – 0.18% 144
2024
Q4 		$1.35M Buy
9,650
+2,736
+40% +$389K 0.16% 144
2024
Q3 		$928K Sell
6,914
-58
-0.8% -$7.37K 0.13% 163
2024
Q2 		$827K Sell
6,972
-488
-7% -$59.6K 0.12% 172
2024
Q1 		$916K Sell
7,460
-455
-6% -$55.2K 0.15% 161
2023
Q4 		$943K Sell
7,915
-160
-2% -$19K 0.19% 137
2023
Q3 		$931K Sell
8,075
-78
-1% -$9.4K 0.22% 108
2023
Q2 		$912K Buy
+8,153
New +$892K 0.23% 112

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 $138M AUM 28.86% 1-Year Est. Return

Naviter Wealth's PAYX Position: Q2 2025 in Review

Naviter Wealth sold out of Paychex (PAYX) in Q2 2025, closing a stake of 9,650 shares — an estimated $1.46M sold.

Naviter Wealth first reported a position in PAYX in Q2 2023 and held it in 8 quarters. The position peaked at $1.46M in Q1 2025. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Naviter Wealth reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 9,650 Paychex shares in Q2 2025, an estimated $1.46M.
  • Naviter Wealth first reported a position in Paychex in Q2 2023 and held it in 8 quarters.
  • Naviter Wealth's Paychex position peaked at $1.46M in Q1 2025.
  • 1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.