Olistico Wealth’s Paychex PAYX Stock Holding History

Olistico 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 Q3	–	Sell	-29	Closed	-$4.22K	–	265
2025 Q2	$4.22K	Buy	+29	New	+$4.37K	﹤0.01%	303

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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

Olistico Wealth's PAYX Position: Q3 2025 in Review

Olistico Wealth sold out of Paychex (PAYX) in Q3 2025, closing a stake of 29 shares — an estimated $4.22K sold.

Olistico Wealth first reported a position in PAYX in Q2 2025 and held it in 1 quarter. The position peaked at $4.22K in Q2 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Olistico Wealth reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Olistico Wealth sold 29 Paychex shares in Q3 2025, an estimated $4.22K.
Olistico Wealth first reported a position in Paychex in Q2 2025 and held it in 1 quarter.
Olistico Wealth's Paychex position peaked at $4.22K in Q2 2025.
1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Olistico Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.