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O'Brien Wealth Partners’s Paychex PAYX Stock Holding History

O'Brien Wealth Partners’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
-1,279
Closed -$162K – 116
2025
Q3 		$162K Hold
1,279
– – 0.02% 69
2025
Q2 		$186K Buy
1,279
+2
+0.2% +$301 0.03% 52
2025
Q1 		$197K Hold
1,277
– – 0.04% 48
2024
Q4 		$179K Sell
1,277
-173
-12% -$24.6K 0.03% 49
2024
Q3 		$195K Hold
1,450
– – 0.04% 46
2024
Q2 		$172K Sell
1,450
-5
-0.3% -$611 0.04% 43
2024
Q1 		$179K Hold
1,455
– – 0.04% 44
2023
Q4 		$173K Sell
1,455
-78
-5% -$9.24K 0.05% 46
2023
Q3 		$177K Hold
1,533
– – 0.05% 44
2023
Q2 		$171K Sell
1,533
-4
-0.3% -$437 0.05% 46
2023
Q1 		$176K Sell
1,537
-4
-0.3% -$455 0.06% 46
2022
Q4 		$178K Buy
+1,541
New +$180K 0.07% 45
2022
Q3 		– Sell
-1,679
Closed -$191K – 64
2022
Q2 		$191K Sell
1,679
-1
-0.1% -$126 0.08% 50
2022
Q1 		$202K Buy
1,680
+36
+2% +$4.42K 0.08% 40
2021
Q4 		$199K Sell
1,644
-3
-0.2% -$371 0.07% 40
2021
Q3 		$192K Buy
+1,647
New +$185K 0.07% 34
2019
Q4 		– Sell
-2,455
Closed -$203K – 46
2019
Q3 		$203K Hold
2,455
– – 0.16% 35
2019
Q2 		$209K Sell
2,455
-500
-17% -$42.2K 0.15% 38
2019
Q1 		$237K Buy
+2,955
New +$218K 0.17% 35
2018
Q4 		– Sell
-1,925
Closed -$142K – 158
2018
Q3 		$142K Hold
1,925
– – 0.09% 45
2018
Q2 		$132K Hold
1,925
– – 0.1% 28
2018
Q1 		$119K Buy
+1,925
New +$127K 0.08% 43

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

O'Brien Wealth Partners's PAYX Position: Q4 2025 in Review

O'Brien Wealth Partners sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,279 shares — an estimated $162K sold.

O'Brien Wealth Partners first reported a position in PAYX in Q1 2018 and held it in 22 quarters. The position peaked at $237K in Q1 2019. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • O'Brien Wealth Partners reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • O'Brien Wealth Partners sold 1,279 Paychex shares in Q4 2025, an estimated $162K.
  • O'Brien Wealth Partners first reported a position in Paychex in Q1 2018 and held it in 22 quarters.
  • O'Brien Wealth Partners's Paychex position peaked at $237K in Q1 2019.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.