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Aventura Private Wealth’s Paychex PAYX Stock Holding History

Aventura Private Wealth’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 		$20K Sell
203
-14
-6% -$1.32K 0.01% 479
2026
Q1 		$20K Hold
217
– – 0.01% 444
2025
Q4 		$24.3K Sell
217
-26
-11% -$3.04K 0.01% 387
2025
Q3 		$30.8K Sell
243
-42
-15% -$5.83K 0.01% 349
2025
Q2 		$41.5K Hold
285
– – 0.02% 300
2025
Q1 		$44K Buy
285
+1
+0.4% +$147 0.02% 279
2024
Q4 		$39.9K Buy
+284
New +$40.3K 0.02% 282

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aventura Private Wealth's PAYX Position: Q2 2026 in Review

Aventura Private Wealth reduced its Paychex (PAYX) stake by 6.5% in Q2 2026, selling an estimated $1.32K and leaving 203 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #479.

Aventura Private Wealth first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $44K in Q1 2025. 448 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Aventura Private Wealth held 203 shares of Paychex worth $20K as of Q2 2026.
  • Aventura Private Wealth sold 14 Paychex shares in Q2 2026, an estimated $1.32K.
  • Paychex made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #479 holding.
  • Aventura Private Wealth first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Paychex position peaked at $44K in Q1 2025.
  • 448 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.