Aries Wealth Management’s Paychex PAYX Stock Holding History

Aries 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 Q1	–	Sell	-2,039	Closed	-$229K	–	242
2025 Q4	$229K	Hold	2,039	–	–	0.05%	216
2025 Q3	$258K	Hold	2,039	–	–	0.06%	201
2025 Q2	$297K	Hold	2,039	–	–	0.08%	183
2025 Q1	$315K	Hold	2,039	–	–	0.09%	171
2024 Q4	$286K	Hold	2,039	–	–	0.08%	185
2024 Q3	$274K	Hold	2,039	–	–	0.08%	196
2024 Q2	$242K	Hold	2,039	–	–	0.08%	183
2024 Q1	$250K	Hold	2,039	–	–	0.08%	183
2023 Q4	$243K	Hold	2,039	–	–	0.09%	173
2023 Q3	$242K	Hold	2,039	–	–	0.09%	173
2023 Q2	$228K	Hold	2,039	–	–	0.09%	175
2023 Q1	$234K	Hold	2,039	–	–	0.1%	172
2022 Q4	$236K	Hold	2,039	–	–	0.1%	168
2022 Q3	$241K	Hold	2,039	–	–	0.11%	159
2022 Q2	$232K	Buy	+2,039	New	+$256K	0.11%	151
2022 Q1	–	Sell	-2,039	Closed	-$278K	–	177
2021 Q4	$278K	Hold	2,039	–	–	0.11%	151
2021 Q3	$229K	Hold	2,039	–	–	0.1%	162
2021 Q2	$219K	Buy	+2,039	New	+$205K	0.09%	165
2020 Q1	–	Sell	-2,729	Closed	-$231K	–	149
2019 Q4	$231K	Hold	2,729	–	–	0.14%	134
2019 Q3	$231K	Buy	2,729 +190	+7%	+$15.8K	0.15%	129
2019 Q2	$217K	Hold	2,539	–	–	0.15%	139
2019 Q1	$204K	Buy	+2,539	New	+$187K	0.15%	144

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aries Wealth Management's PAYX Position: Q1 2026 in Review

Aries Wealth Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,039 shares — an estimated $229K sold.

Aries Wealth Management first reported a position in PAYX in Q1 2019 and held it in 22 quarters. The position peaked at $315K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Aries Wealth Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Aries Wealth Management sold 2,039 Paychex shares in Q1 2026, an estimated $229K.
Aries Wealth Management first reported a position in Paychex in Q1 2019 and held it in 22 quarters.
Aries Wealth Management's Paychex position peaked at $315K in Q1 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Aries Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.