Optimum Investment Advisors’s Paychex PAYX Stock Holding History

Optimum Investment 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 Q3	$95.1K	Hold	750	–	–	0.04%	270
2025 Q2	$109K	Hold	750	–	–	0.05%	239
2025 Q1	$116K	Hold	750	–	–	0.05%	223
2024 Q4	$105K	Hold	750	–	–	0.05%	246
2024 Q3	$101K	Sell	750 -700	-48%	-$88.9K	0.04%	273
2024 Q2	$172K	Hold	1,450	–	–	0.08%	202
2024 Q1	$178K	Hold	1,450	–	–	0.08%	200
2023 Q4	$173K	Hold	1,450	–	–	0.09%	198
2023 Q3	$167K	Hold	1,450	–	–	0.09%	197
2023 Q2	$162K	Hold	1,450	–	–	0.08%	214
2023 Q1	$166K	Hold	1,450	–	–	0.09%	204
2022 Q4	$168K	Hold	1,450	–	–	0.09%	202
2022 Q3	$163K	Hold	1,450	–	–	0.09%	203
2022 Q2	$165K	Hold	1,450	–	–	0.08%	207
2022 Q1	$198K	Hold	1,450	–	–	0.08%	206
2021 Q4	$198K	Hold	1,450	–	–	0.08%	226
2021 Q3	$163K	Hold	1,450	–	–	0.07%	255
2021 Q2	$156K	Sell	1,450 -350	-19%	-$35.2K	0.05%	305
2021 Q1	$176K	Hold	1,800	–	–	0.05%	280
2020 Q4	$168K	Sell	1,800 -100	-5%	-$8.88K	0.05%	267
2020 Q3	$152K	Hold	1,900	–	–	0.05%	268
2020 Q2	$144K	Hold	1,900	–	–	0.05%	273
2020 Q1	$120K	Hold	1,900	–	–	0.05%	281
2019 Q4	$162K	Hold	1,900	–	–	0.05%	308
2019 Q3	$157K	Hold	1,900	–	–	0.05%	307
2019 Q2	$156K	Hold	1,900	–	–	0.05%	306
2019 Q1	$152K	Sell	1,900 -200	-10%	-$14.7K	0.05%	314
2018 Q4	$137K	Sell	2,100 -450	-18%	-$30.5K	0.05%	318
2018 Q3	$188K	Buy	2,550 +1,150	+82%	+$82.6K	0.05%	312
2018 Q2	$96K	Hold	1,400	–	–	0.03%	406
2018 Q1	$86K	Buy	+1,400	New	+$92.5K	0.03%	435
2017 Q3	–	Sell	-5,100	Closed	-$290K	–	306
2017 Q2	$290K	Hold	5,100	–	–	0.1%	222
2017 Q1	$300K	Hold	5,100	–	–	0.11%	218
2016 Q4	$310K	Hold	5,100	–	–	0.12%	210
2016 Q3	$295K	Hold	5,100	–	–	0.11%	218
2016 Q2	$303K	Hold	5,100	–	–	0.12%	207
2016 Q1	$275K	Hold	5,100	–	–	0.11%	213
2015 Q4	$270K	Buy	+5,100	New	+$267K	0.1%	217
2015 Q1	$44K	Sell	900 -500	-36%	-$24.3K	0.01%	535
2014 Q4	$65K	Hold	1,400	–	–	0.02%	446
2014 Q3	$66K	Sell	1,400 -100	-7%	-$4.2K	0.02%	417
2014 Q2	$62K	Buy	1,500 +1,350	+900%	+$55.5K	0.02%	434
2014 Q1	$6K	Sell	150 -500	-77%	-$21.2K	﹤0.01%	652
2013 Q4	$30K	Sell	650 -400	-38%	-$17.1K	0.01%	457
2013 Q3	$43K	Buy	+1,050	New	+$41.5K	0.02%	391

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

Optimum Investment Advisors's PAYX Position: Q3 2025 in Review

Optimum Investment Advisors held its Paychex (PAYX) position steady in Q3 2025 at 750 shares worth $95.1K. The position accounts for 0.04% of the portfolio, ranked #270.

Optimum Investment Advisors first reported a position in PAYX in Q3 2013 and has held it in 45 quarters since. The position peaked at $310K in Q4 2016. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Optimum Investment Advisors held 750 shares of Paychex worth $95.1K as of Q3 2025.
Optimum Investment Advisors left its Paychex share count unchanged in Q3 2025.
Paychex made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #270 holding.
Optimum Investment Advisors first reported a position in Paychex in Q3 2013 and has held it in 45 quarters since.
Optimum Investment Advisors's Paychex position peaked at $310K in Q4 2016.
1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.