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Orion Portfolio Solutions’s Paychex PAYX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$7.12M Sell
46,156
-440
-0.9% -$64.7K 0.07% 271
2024
Q4 		$6.53M Sell
46,596
-100
-0.2% -$14.2K 0.07% 277
2024
Q3 		$6.27M Sell
46,696
-471
-1% -$59.8K 0.06% 292
2024
Q2 		$5.59M Buy
47,167
+791
+2% +$96.7K 0.06% 287
2024
Q1 		$5.7M Sell
46,376
-1,405
-3% -$171K 0.06% 298
2023
Q4 		$5.71M Sell
47,781
-8,621
-15% -$1.02M 0.07% 280
2023
Q3 		$6.5M Buy
56,402
+4,531
+9% +$546K 0.08% 242
2023
Q2 		$5.8M Sell
51,871
-476
-0.9% -$52.1K 0.06% 294
2023
Q1 		$6M Buy
52,347
+45,657
+682% +$5.19M 0.07% 238
2022
Q4 		$773K Buy
6,690
+52
+0.8% +$6.09K 0.03% 379
2022
Q3 		$745K Buy
6,638
+856
+15% +$106K 0.03% 321
2022
Q2 		$658K Sell
5,782
-1,858
-24% -$233K 0.03% 339
2022
Q1 		$1.04M Buy
7,640
+422
+6% +$51.8K 0.04% 258
2021
Q4 		$985K Buy
7,218
+362
+5% +$44.8K 0.03% 274
2021
Q3 		$771K Buy
6,856
+3,117
+83% +$350K 0.03% 300
2021
Q2 		$401K Sell
3,739
-245
-6% -$24.6K 0.02% 409
2021
Q1 		$391K Buy
3,984
+752
+23% +$69.3K 0.02% 375
2020
Q4 		$301K Sell
3,232
-273
-8% -$24.2K 0.01% 395
2020
Q3 		$280K Buy
3,505
+979
+39% +$73.5K 0.01% 355
2020
Q2 		$191K Buy
2,526
+944
+60% +$65.4K 0.01% 419
2020
Q1 		$100K Sell
1,582
-4,733
-75% -$378K 0.01% 443
2019
Q4 		$537K Buy
+6,315
New +$533K 0.04% 197

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's PAYX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Paychex (PAYX) stake by 0.94% in Q1 2025, selling an estimated $64.7K and leaving 46,156 shares worth $7.12M. The position accounts for 0.07% of the portfolio, ranked #271.

Orion Portfolio Solutions first reported a position in PAYX in Q4 2019 and has held it in 22 quarters since. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Orion Portfolio Solutions held 46,156 shares of Paychex worth $7.12M as of Q1 2025.
  • Orion Portfolio Solutions sold 440 Paychex shares in Q1 2025, an estimated $64.7K.
  • Paychex made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #271 holding.
  • Orion Portfolio Solutions first reported a position in Paychex in Q4 2019 and has held it in 22 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.