RWM
PAYX icon

Ruedi Wealth Management’s Paychex PAYX Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-10
Closed -$1.54K – 247
2025
Q1 		$1.54K Hold
10
– – ﹤0.01% 273
2024
Q4 		$1.4K Hold
10
– – ﹤0.01% 278
2024
Q3 		$1.34K Sell
10
-9
-47% -$1.14K ﹤0.01% 290
2024
Q2 		$2.25K Buy
+19
New +$2.32K ﹤0.01% 318

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Ruedi Wealth Management's PAYX Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Paychex (PAYX) in Q2 2025, closing a stake of 10 shares — an estimated $1.54K sold.

Ruedi Wealth Management first reported a position in PAYX in Q2 2024 and held it in 4 quarters. The position peaked at $2.25K in Q2 2024. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 10 Paychex shares in Q2 2025, an estimated $1.54K.
  • Ruedi Wealth Management first reported a position in Paychex in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Paychex position peaked at $2.25K in Q2 2024.
  • 1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.