Annis Gardner Whiting Capital Advisors’s Paychex PAYX Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$375K	Buy	3,816 +14	+0.4%	+$1.32K	0.06%	251
2026 Q1	$350K	Buy	3,802 +33	+0.9%	+$3.27K	0.06%	234
2025 Q4	$423K	Buy	3,769 +3,299	+702%	+$386K	0.08%	202
2025 Q3	$59.6K	Sell	470 -133	-22%	-$18.4K	0.01%	468
2025 Q2	$87.7K	Buy	603 +137	+29%	+$20.6K	0.03%	324
2025 Q1	$71.9K	Hold	466	–	–	0.03%	311
2024 Q4	$65.3K	Hold	466	–	–	0.02%	323
2024 Q3	$62.5K	Sell	466 -86	-16%	-$10.9K	0.02%	341
2024 Q2	$65.4K	Buy	552 +68	+14%	+$8.31K	0.02%	370
2024 Q1	$59.4K	Buy	484 +25	+5%	+$3.03K	0.02%	363
2023 Q4	$54.7K	Buy	+459	New	+$54.4K	0.02%	293

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

Annis Gardner Whiting Capital Advisors's PAYX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Paychex (PAYX) stake by 0.37% in Q2 2026, buying an estimated $1.32K and bringing the position to 3,816 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #251.

Annis Gardner Whiting Capital Advisors first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $423K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 3,816 shares of Paychex worth $375K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 14 Paychex shares in Q2 2026, an estimated $1.32K.
Paychex made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #251 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Paychex position peaked at $423K in Q4 2025.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.