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Summit Wealth Partners’s Paychex PAYX Stock Holding History

Summit Wealth Partners’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
-3,027
Closed -$384K – 219
2025
Q3 		$384K Hold
3,027
– – 0.07% 154
2025
Q2 		$440K Hold
3,027
– – 0.08% 139
2025
Q1 		$467K Buy
3,027
+70
+2% +$10.3K 0.09% 130
2024
Q4 		$415K Hold
2,957
– – 0.09% 136
2024
Q3 		$397K Sell
2,957
-500
-14% -$63.5K 0.08% 160
2024
Q2 		$410K Sell
3,457
-935
-21% -$114K 0.09% 149
2024
Q1 		$539K Hold
4,392
– – 0.12% 125
2023
Q4 		$523K Sell
4,392
-217
-5% -$25.7K 0.12% 116
2023
Q3 		$532K Hold
4,609
– – 0.14% 102
2023
Q2 		$516K Hold
4,609
– – 0.13% 102
2023
Q1 		$528K Sell
4,609
-96
-2% -$10.9K 0.14% 101
2022
Q4 		$544K Hold
4,705
– – 0.14% 100
2022
Q3 		$528K Buy
4,705
+901
+24% +$112K 0.15% 83
2022
Q2 		$433K Buy
3,804
+7
+0.2% +$879 0.12% 100
2022
Q1 		$518K Buy
3,797
+6
+0.2% +$737 0.12% 93
2021
Q4 		$517K Buy
3,791
+5
+0.1% +$618 0.11% 93
2021
Q3 		$426K Buy
3,786
+6
+0.2% +$674 0.1% 97
2021
Q2 		$406K Hold
3,780
– – 0.1% 105
2021
Q1 		$371K Buy
3,780
+1,000
+36% +$92.1K 0.1% 103
2020
Q4 		$259K Hold
2,780
– – 0.07% 125
2020
Q3 		$222K Hold
2,780
– – 0.07% 139
2020
Q2 		$211K Buy
+2,780
New +$193K 0.07% 139
2020
Q1 		– Sell
-2,780
Closed -$236K – 123
2019
Q4 		$236K Buy
+2,780
New +$235K 0.08% 108

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 Partners's PAYX Position: Q4 2025 in Review

Summit Wealth Partners sold out of Paychex (PAYX) in Q4 2025, closing a stake of 3,027 shares — an estimated $384K sold.

Summit Wealth Partners first reported a position in PAYX in Q4 2019 and held it in 23 quarters. The position peaked at $544K in Q4 2022. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Summit Wealth Partners reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 3,027 Paychex shares in Q4 2025, an estimated $384K.
  • Summit Wealth Partners first reported a position in Paychex in Q4 2019 and held it in 23 quarters.
  • Summit Wealth Partners's Paychex position peaked at $544K in Q4 2022.
  • 1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.