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Paychex shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison Wealth Management investment in Paychex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Paychex by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 2.0k 112.18
2024-12-31 $202k 1.4k 140.22

More positions owned by Keudell/Morrison Wealth Management

Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Paychex

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
Select Equity
Northern Trust
Invesco
UBS Group
Goldman Sachs Group
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Legal & General Group

View all funds holding Paychex