Shepherd Wealth Management’s Paychex PAYX Stock Holding History

Shepherd 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 Q3	–	Sell	-1,700	Closed	-$240K	–	51
2025 Q2	$240K	Buy	+1,700	New	+$256K	0.16%	42

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

Shepherd Wealth Management's PAYX Position: Q3 2025 in Review

Shepherd Wealth Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,700 shares — an estimated $240K sold.

Shepherd Wealth Management first reported a position in PAYX in Q2 2025 and held it in 1 quarter. The position peaked at $240K in Q2 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Shepherd Wealth Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Shepherd Wealth Management sold 1,700 Paychex shares in Q3 2025, an estimated $240K.
Shepherd Wealth Management first reported a position in Paychex in Q2 2025 and held it in 1 quarter.
Shepherd Wealth Management's Paychex position peaked at $240K in Q2 2025.
1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Shepherd Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.