Advisory Advocates’s Paychex PAYX Stock Holding History

Advisory Advocates’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	–	Sell	-5,281	Closed	-$592K	–	174
2025 Q4	$592K	Buy	+5,281	New	+$618K	0.59%	63

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

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

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

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

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

Advisory Advocates's PAYX Position: Q1 2026 in Review

Advisory Advocates sold out of Paychex (PAYX) in Q1 2026, closing a stake of 5,281 shares — an estimated $592K sold.

Advisory Advocates first reported a position in PAYX in Q4 2025 and held it in 1 quarter. The position peaked at $592K in Q4 2025. 1,510 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Advisory Advocates reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Advisory Advocates sold 5,281 Paychex shares in Q1 2026, an estimated $592K.
Advisory Advocates first reported a position in Paychex in Q4 2025 and held it in 1 quarter.
Advisory Advocates's Paychex position peaked at $592K in Q4 2025.
1,510 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Advisory Advocates's 13F filing for Q1 2026, filed 5 May 2026.