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Paychex shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 1.8k 126.77
2025-06-30 $309k 2.1k 145.43
2025-03-31 $328k 2.1k 154.26
2024-12-31 $318k 2.3k 140.23
2024-09-30 $292k 2.2k 134.16
2024-06-30 $293k 2.5k 118.56

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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