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VisionPoint Advisory Group’s Paychex PAYX Stock Holding History

VisionPoint Advisory Group’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
-1,919
Closed -$243K – 424
2025
Q3 		$243K Buy
1,919
+67
+4% +$9.29K 0.05% 344
2025
Q2 		$269K Buy
+1,852
New +$279K 0.06% 287
2025
Q1 		– Sell
-1,182
Closed -$164K – 279
2024
Q4 		$164K Sell
1,182
-37
-3% -$5.25K 0.06% 198
2024
Q3 		$164K Buy
1,219
+285
+31% +$36.2K 0.06% 192
2024
Q2 		$111K Buy
934
+195
+26% +$23.8K 0.04% 209
2024
Q1 		$90.7K Buy
739
+290
+65% +$35.2K 0.03% 213
2023
Q4 		$53.5K Buy
+449
New +$53.2K 0.02% 234
2023
Q3 		– Sell
-4
Closed -$447 – 791
2023
Q2 		$447 Buy
+4
New +$437 ﹤0.01% 544

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

VisionPoint Advisory Group's PAYX Position: Q4 2025 in Review

VisionPoint Advisory Group sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,919 shares — an estimated $243K sold.

VisionPoint Advisory Group first reported a position in PAYX in Q2 2023 and held it in 8 quarters. The position peaked at $269K in Q2 2025. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • VisionPoint Advisory Group reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,919 Paychex shares in Q4 2025, an estimated $243K.
  • VisionPoint Advisory Group first reported a position in Paychex in Q2 2023 and held it in 8 quarters.
  • VisionPoint Advisory Group's Paychex position peaked at $269K in Q2 2025.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on VisionPoint Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.