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Trueblood Wealth Management’s Paychex PAYX Stock Holding History

Trueblood 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
Q4 		– Sell
-2,672
Closed -$339K – 262
2025
Q3 		$339K Sell
2,672
-67
-2% -$9.29K 0.13% 195
2025
Q2 		$398K Sell
2,739
-14
-0.5% -$2.11K 0.17% 171
2025
Q1 		$425K Sell
2,753
-32
-1% -$4.71K 0.2% 145
2024
Q4 		$391K Hold
2,785
– – 0.19% 157
2024
Q3 		$374K Hold
2,785
– – 0.19% 156
2024
Q2 		$330K Buy
2,785
+19
+0.7% +$2.32K 0.19% 151
2024
Q1 		$340K Sell
2,766
-105
-4% -$12.7K 0.19% 144
2023
Q4 		$342K Buy
+2,871
New +$340K 0.21% 133

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trueblood Wealth Management's PAYX Position: Q4 2025 in Review

Trueblood Wealth Management sold out of Paychex (PAYX) in Q4 2025, closing a stake of 2,672 shares — an estimated $339K sold.

Trueblood Wealth Management first reported a position in PAYX in Q4 2023 and held it in 8 quarters. The position peaked at $425K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Trueblood Wealth Management reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Trueblood Wealth Management sold 2,672 Paychex shares in Q4 2025, an estimated $339K.
  • Trueblood Wealth Management first reported a position in Paychex in Q4 2023 and held it in 8 quarters.
  • Trueblood Wealth Management's Paychex position peaked at $425K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Trueblood Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.