Vaughan David Investments’s Paychex PAYX Stock Holding History

Vaughan David Investments’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 Q3	–	Sell	-1,640	Closed	-$239K	–	233
2025 Q2	$239K	Sell	1,640 -300	-15%	-$45.2K	0.01%	215
2025 Q1	$299K	Hold	1,940	–	–	0.01%	182
2024 Q4	$272K	Hold	1,940	–	–	0.01%	190
2024 Q3	$260K	Hold	1,940	–	–	0.01%	194
2024 Q2	$230K	Hold	1,940	–	–	0.01%	197
2024 Q1	$238K	Sell	1,940 -1	-0.1%	-$121	0.01%	198
2023 Q4	$231K	Buy	1,941 +1	+0.1%	+$118	0.01%	193
2023 Q3	$224K	Hold	1,940	–	–	0.01%	185
2023 Q2	$217K	Hold	1,940	–	–	0.01%	195
2023 Q1	$222K	Hold	1,940	–	–	0.01%	190
2022 Q4	$224K	Hold	1,940	–	–	0.01%	188
2022 Q3	$218K	Hold	1,940	–	–	0.01%	182
2022 Q2	$221K	Hold	1,940	–	–	0.01%	178
2022 Q1	$265K	Hold	1,940	–	–	0.01%	179
2021 Q4	$265K	Buy	+1,940	New	+$240K	0.01%	183

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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

Vaughan David Investments's PAYX Position: Q3 2025 in Review

Vaughan David Investments sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,640 shares — an estimated $239K sold.

Vaughan David Investments first reported a position in PAYX in Q4 2021 and held it in 15 quarters. The position peaked at $299K in Q1 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Vaughan David Investments reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Vaughan David Investments sold 1,640 Paychex shares in Q3 2025, an estimated $239K.
Vaughan David Investments first reported a position in Paychex in Q4 2021 and held it in 15 quarters.
Vaughan David Investments's Paychex position peaked at $299K in Q1 2025.
1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Vaughan David Investments's 13F filing for Q3 2025, filed 29 Oct 2025.