AssuredPartners Investment Advisors’s Paychex PAYX Stock Holding History

AssuredPartners Investment 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 Q1	$462K	Sell	5,025 -1,162	-19%	-$115K	0.05%	264
2025 Q4	$694K	Buy	6,187 +832	+16%	+$97.4K	0.1%	176
2025 Q3	$679K	Buy	5,355 +866	+19%	+$120K	0.15%	109
2025 Q2	$653K	Sell	4,489 -1,355	-23%	-$204K	0.16%	108
2025 Q1	$902K	Sell	5,844 -706	-11%	-$104K	0.17%	135
2024 Q4	$919K	Buy	+6,550	New	+$930K	0.18%	130

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

AssuredPartners Investment Advisors's PAYX Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Paychex (PAYX) stake by 19% in Q1 2026, selling an estimated $115K and leaving 5,025 shares worth $462K. The position accounts for 0.05% of the portfolio, ranked #264.

AssuredPartners Investment Advisors first reported a position in PAYX in Q4 2024 and has held it in 6 quarters since. The position peaked at $919K in Q4 2024. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

AssuredPartners Investment Advisors held 5,025 shares of Paychex worth $462K as of Q1 2026.
AssuredPartners Investment Advisors sold 1,162 Paychex shares in Q1 2026, an estimated $115K.
Paychex made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #264 holding.
AssuredPartners Investment Advisors first reported a position in Paychex in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Paychex position peaked at $919K in Q4 2024.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.