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Summit Wealth Group (Colorado)’s Paychex PAYX Stock Holding History

Summit Wealth Group (Colorado)’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
-92,764
Closed -$3.58M – 396
2025
Q3 		$3.58M Buy
+92,764
New +$12.9M 0.55% 32

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

Summit Wealth Group (Colorado)'s PAYX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Paychex (PAYX) in Q4 2025, closing a stake of 92,764 shares — an estimated $3.58M sold.

Summit Wealth Group (Colorado) first reported a position in PAYX in Q3 2025 and held it in 1 quarter. The position peaked at $3.58M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 92,764 Paychex shares in Q4 2025, an estimated $3.58M.
  • Summit Wealth Group (Colorado) first reported a position in Paychex in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Paychex position peaked at $3.58M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.