OAS
PAYX icon

Optivise Advisory Services’s Paychex PAYX Stock Holding History

Optivise Advisory Services’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
-1,753
Closed -$222K – 220
2025
Q3 		$222K Sell
1,753
-368
-17% -$51K 0.13% 171
2025
Q2 		$308K Sell
2,121
-5
-0.2% -$753 0.16% 132
2025
Q1 		$328K Sell
2,126
-138
-6% -$20.3K 0.18% 118
2024
Q4 		$317K Buy
2,264
+86
+4% +$12.2K 0.17% 120
2024
Q3 		$292K Sell
2,178
-290
-12% -$36.8K 0.15% 122
2024
Q2 		$293K Buy
+2,468
New +$302K 0.16% 132

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optivise Advisory Services's PAYX Position: Q4 2025 in Review

Optivise Advisory Services sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,753 shares — an estimated $222K sold.

Optivise Advisory Services first reported a position in PAYX in Q2 2024 and held it in 6 quarters. The position peaked at $328K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Optivise Advisory Services reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 1,753 Paychex shares in Q4 2025, an estimated $222K.
  • Optivise Advisory Services first reported a position in Paychex in Q2 2024 and held it in 6 quarters.
  • Optivise Advisory Services's Paychex position peaked at $328K in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.