WAAG
PAYX icon

Wealth Alliance Advisory Group’s Paychex PAYX Stock Holding History

Wealth Alliance 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
-1,599
Closed -$203K – 204
2025
Q3 		$203K Sell
1,599
-437
-21% -$60.6K 0.04% 182
2025
Q2 		$296K Sell
2,036
-1,172
-37% -$176K 0.06% 147
2025
Q1 		$495K Sell
3,208
-2
-0.1% -$294 0.1% 115
2024
Q4 		$450K Buy
3,210
+3
+0.1% +$426 0.1% 111
2024
Q3 		$430K Buy
+3,207
New +$407K 0.09% 119

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

Wealth Alliance Advisory Group's PAYX Position: Q4 2025 in Review

Wealth Alliance Advisory Group sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,599 shares — an estimated $203K sold.

Wealth Alliance Advisory Group first reported a position in PAYX in Q3 2024 and held it in 5 quarters. The position peaked at $495K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Wealth Alliance Advisory Group reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 1,599 Paychex shares in Q4 2025, an estimated $203K.
  • Wealth Alliance Advisory Group first reported a position in Paychex in Q3 2024 and held it in 5 quarters.
  • Wealth Alliance Advisory Group's Paychex position peaked at $495K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2025, filed 29 Jan 2026.