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Wealth Group’s Paychex PAYX Stock Holding History

Wealth 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
Q2 		$221K Buy
1,522
+22
+1% +$3.31K 0.22% 81
2025
Q1 		$231K Sell
1,500
-332
-18% -$48.8K 0.15% 144
2024
Q4 		$257K Buy
1,832
+332
+22% +$47.1K 0.17% 137
2024
Q3 		$201K Sell
1,500
-246
-14% -$31.2K 0.13% 148
2024
Q2 		$207K Buy
1,746
+6
+0.3% +$733 0.15% 144
2024
Q1 		$214K Buy
+1,740
New +$211K 0.16% 139

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Wealth Group's PAYX Position: Q2 2025 in Review

Wealth Group increased its Paychex (PAYX) stake by 1.5% in Q2 2025, buying an estimated $3.31K and bringing the position to 1,522 shares worth $221K. The position accounts for 0.22% of the portfolio, ranked #81.

Wealth Group first reported a position in PAYX in Q1 2024 and has held it in 6 quarters since. The position peaked at $257K in Q4 2024. 1,673 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • Wealth Group held 1,522 shares of Paychex worth $221K as of Q2 2025.
  • Wealth Group bought 22 Paychex shares in Q2 2025, an estimated $3.31K.
  • Paychex made up 0.22% of Wealth Group's portfolio in Q2 2025, its #81 holding.
  • Wealth Group first reported a position in Paychex in Q1 2024 and has held it in 6 quarters since.
  • Wealth Group's Paychex position peaked at $257K in Q4 2024.
  • 1,673 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.