Spectrum Wealth Counsel’s Paychex PAYX Stock Holding History

Spectrum Wealth Counsel’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	$3.7M	Sell	23,983 -75	-0.3%	-$11K	0.44%	55
2024 Q4	$3.37M	Sell	24,058 -277	-1%	-$39.3K	0.4%	56
2024 Q3	$3.27M	Sell	24,335 -130	-0.5%	-$16.5K	0.39%	56
2024 Q2	$2.9M	Sell	24,465 -1,502	-6%	-$184K	0.37%	56
2024 Q1	$3.19M	Sell	25,967 -336	-1%	-$40.8K	0.39%	61
2023 Q4	$3.13M	Buy	+26,303	New	+$3.12M	0.43%	59

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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spectrum Wealth Counsel's PAYX Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Paychex (PAYX) stake by 0.31% in Q1 2025, selling an estimated $11K and leaving 23,983 shares worth $3.7M. The position accounts for 0.44% of the portfolio, ranked #55.

Spectrum Wealth Counsel first reported a position in PAYX in Q4 2023 and has held it in 6 quarters since. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

Spectrum Wealth Counsel held 23,983 shares of Paychex worth $3.7M as of Q1 2025.
Spectrum Wealth Counsel sold 75 Paychex shares in Q1 2025, an estimated $11K.
Paychex made up 0.44% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #55 holding.
Spectrum Wealth Counsel first reported a position in Paychex in Q4 2023 and has held it in 6 quarters since.
1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.