Accurate Wealth Management’s Paychex PAYX Stock Holding History

Accurate Wealth Management’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
2026 Q2	$218K	Buy	+2,027	New	+$192K	0.02%	531
2024 Q1	–	Sell	-19,570	Closed	-$2.33M	–	303
2023 Q4	$2.33M	Sell	19,570 -353	-2%	-$41.8K	0.73%	37
2023 Q3	$2.37M	Buy	+19,923	New	+$2.4M	0.74%	37
2023 Q1	–	Sell	-1,324	Closed	-$155K	–	1055
2022 Q4	$155K	Sell	1,324 -675	-34%	-$79K	0.06%	239
2022 Q3	$223K	Buy	+1,999	New	+$248K	0.09%	171

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Accurate Wealth Management's PAYX Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in Paychex (PAYX) in Q2 2026: 2,027 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #531 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in PAYX as recently as Q4 2023.

Accurate Wealth Management first reported a position in PAYX in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.37M in Q3 2023. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Accurate Wealth Management held 2,027 shares of Paychex worth $218K as of Q2 2026.
Paychex was a new Accurate Wealth Management position in Q2 2026.
Paychex made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #531 holding.
Accurate Wealth Management first reported a position in Paychex in Q3 2022 and has held it in 5 quarters since.
Accurate Wealth Management's Paychex position peaked at $2.37M in Q3 2023.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.