AO
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Advisor OS’s Paychex PAYX Stock Holding History

Advisor OS’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
Q1 		$237K Buy
2,574
+424
+20% +$42K 0.02% 494
2025
Q4 		$241K Sell
2,150
-13
-0.6% -$1.52K 0.02% 427
2025
Q3 		$274K Sell
2,163
-409
-16% -$56.7K 0.02% 386
2025
Q2 		$374K Buy
2,572
+153
+6% +$23K 0.04% 305
2025
Q1 		$373K Sell
2,419
-97
-4% -$14.3K 0.04% 281
2024
Q4 		$353K Sell
2,516
-25
-1% -$3.55K 0.04% 286
2024
Q3 		$341K Buy
2,541
+51
+2% +$6.48K 0.03% 299
2024
Q2 		$295K Sell
2,490
-171
-6% -$20.9K 0.03% 309
2024
Q1 		$327K Buy
2,661
+235
+10% +$28.5K 0.04% 296
2023
Q4 		$289K Buy
2,426
+151
+7% +$17.9K 0.04% 266
2023
Q3 		$262K Sell
2,275
-6,301
-73% -$759K 0.04% 248
2023
Q2 		$959K Sell
8,576
-4,905
-36% -$536K 0.16% 133
2023
Q1 		$1.54M Sell
13,481
-369
-3% -$42K 0.37% 66
2022
Q4 		$1.6M Buy
13,850
+4,617
+50% +$540K 0.43% 55
2022
Q3 		$1.04M Sell
9,233
-1,440
-13% -$178K 0.31% 70
2022
Q2 		$1.22M Buy
10,673
+3,910
+58% +$491K 0.35% 58
2022
Q1 		$922K Buy
6,763
+1,687
+33% +$207K 0.27% 87
2021
Q4 		$693K Buy
5,076
+405
+9% +$50.1K 0.14% 138
2021
Q3 		$525K Buy
4,671
+652
+16% +$73.2K 0.11% 149
2021
Q2 		$432K Buy
+4,019
New +$404K 0.09% 154

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's PAYX Position: Q1 2026 in Review

Advisor OS increased its Paychex (PAYX) stake by 20% in Q1 2026, buying an estimated $42K and bringing the position to 2,574 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #494.

Advisor OS first reported a position in PAYX in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.6M in Q4 2022. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Advisor OS held 2,574 shares of Paychex worth $237K as of Q1 2026.
  • Advisor OS bought 424 Paychex shares in Q1 2026, an estimated $42K.
  • Paychex made up 0.02% of Advisor OS's portfolio in Q1 2026, its #494 holding.
  • Advisor OS first reported a position in Paychex in Q2 2021 and has held it in 20 quarters since.
  • Advisor OS's Paychex position peaked at $1.6M in Q4 2022.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.