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TritonPoint Wealth’s Paychex PAYX Stock Holding History

TritonPoint Wealth’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
-1,795
Closed -$228K – 330
2025
Q3 		$228K Sell
1,795
-65
-3% -$9.02K 0.02% 323
2025
Q2 		$271K Sell
1,860
-3
-0.2% -$452 0.03% 292
2025
Q1 		$287K Buy
1,863
+248
+15% +$36.5K 0.03% 284
2024
Q4 		$227K Buy
1,615
+3
+0.2% +$426 0.02% 313
2024
Q3 		$214K Buy
+1,612
New +$205K 0.02% 315

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

TritonPoint Wealth's PAYX Position: Q4 2025 in Review

TritonPoint Wealth sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,795 shares — an estimated $228K sold.

TritonPoint Wealth first reported a position in PAYX in Q3 2024 and held it in 5 quarters. The position peaked at $287K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • TritonPoint Wealth reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 1,795 Paychex shares in Q4 2025, an estimated $228K.
  • TritonPoint Wealth first reported a position in Paychex in Q3 2024 and held it in 5 quarters.
  • TritonPoint Wealth's Paychex position peaked at $287K in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.