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Asset Planning Inc’s Paychex PAYX Stock Holding History

Asset Planning Inc’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 		$25.1K Hold
255
– – 0.02% 200
2026
Q1 		$23.5K Hold
255
– – 0.02% 196
2025
Q4 		$28.6K Hold
255
– – 0.02% 187
2025
Q3 		$32.3K Hold
255
– – 0.02% 180
2025
Q2 		$37.1K Hold
255
– – 0.03% 169
2025
Q1 		$39.3K Hold
255
– – 0.03% 161
2024
Q4 		$35.8K Buy
+255
New +$36.2K 0.03% 173

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

Asset Planning Inc's PAYX Position: Q2 2026 in Review

Asset Planning Inc held its Paychex (PAYX) position steady in Q2 2026 at 255 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #200.

Asset Planning Inc first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.3K in Q1 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Asset Planning Inc held 255 shares of Paychex worth $25.1K as of Q2 2026.
  • Asset Planning Inc left its Paychex share count unchanged in Q2 2026.
  • Paychex made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #200 holding.
  • Asset Planning Inc first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Paychex position peaked at $39.3K in Q1 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.