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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
Q2 		$381K Buy
3,871
+1,297
+50% +$123K 0.03% 384
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Advisor OS's PAYX Position: Q2 2026 in Review

Advisor OS increased its Paychex (PAYX) stake by 50% in Q2 2026, buying an estimated $123K and bringing the position to 3,871 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #384.

Advisor OS first reported a position in PAYX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.6M in Q4 2022. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Advisor OS held 3,871 shares of Paychex worth $381K as of Q2 2026.
  • Advisor OS bought 1,297 Paychex shares in Q2 2026, an estimated $123K.
  • Paychex made up 0.03% of Advisor OS's portfolio in Q2 2026, its #384 holding.
  • Advisor OS first reported a position in Paychex in Q2 2021 and has held it in 21 quarters since.
  • Advisor OS's Paychex position peaked at $1.6M in Q4 2022.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.