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Paychex shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9k 39 126.77
2025-06-30 $5.7k 39 145.46
2025-03-31 $6.0k 39 154.28
2024-12-31 $5.5k 39 140.23

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Strive Enhanced Income Short Maturity Etf Etf (BUXX)
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Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding Paychex

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
Bank of New York Mellon
Morgan Stanley
Northern Trust
Select Equity
Invesco
Dimensional Fund Advisors
UBS Group
Ubs Global Asset Management Americas

View all funds holding Paychex