AWE
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Avidian Wealth Enterprises’s Paychex PAYX Stock Holding History

Avidian Wealth Enterprises’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 		$322K Sell
3,278
-225
-6% -$21.3K 0.01% 575
2026
Q1 		$323K Sell
3,503
-1,110
-24% -$110K 0.01% 534
2025
Q4 		$517K Sell
4,613
-91
-2% -$10.7K 0.02% 369
2025
Q3 		$596K Sell
4,704
-139
-3% -$19.3K 0.02% 333
2025
Q2 		$704K Sell
4,843
-60
-1% -$9.03K 0.03% 259
2025
Q1 		$756K Sell
4,903
-1,427
-23% -$210K 0.03% 231
2024
Q4 		$888K Buy
6,330
+174
+3% +$24.7K 0.04% 205
2024
Q3 		$826K Buy
6,156
+491
+9% +$62.3K 0.04% 215
2024
Q2 		$672K Buy
5,665
+195
+4% +$23.8K 0.03% 239
2024
Q1 		$672K Buy
5,470
+406
+8% +$49.3K 0.03% 216
2023
Q4 		$603K Buy
5,064
+231
+5% +$27.4K 0.04% 233
2023
Q3 		$557K Sell
4,833
-99
-2% -$11.9K 0.04% 236
2023
Q2 		$552K Sell
4,932
-1,625
-25% -$178K 0.04% 251
2023
Q1 		$751K Sell
6,557
-90
-1% -$10.2K 0.04% 237
2022
Q4 		$768K Buy
6,647
+126
+2% +$14.7K 0.05% 212
2022
Q3 		$732K Buy
6,521
+194
+3% +$24K 0.05% 184
2022
Q2 		$720K Sell
6,327
-232
-4% -$29.1K 0.05% 209
2022
Q1 		$895K Buy
6,559
+255
+4% +$31.3K 0.05% 211
2021
Q4 		$860K Buy
6,304
+266
+4% +$32.9K 0.05% 209
2021
Q3 		$679K Buy
6,038
+40
+0.7% +$4.49K 0.05% 174
2021
Q2 		$644K Buy
5,998
+441
+8% +$44.3K 0.05% 179
2021
Q1 		$545K Buy
5,557
+566
+11% +$52.1K 0.05% 197
2020
Q4 		$465K Buy
4,991
+688
+16% +$61.1K 0.04% 196
2020
Q3 		$343K Buy
4,303
+75
+2% +$5.63K 0.04% 202
2020
Q2 		$320K Buy
4,228
+550
+15% +$38.1K 0.04% 185
2020
Q1 		$231K Buy
3,678
+91
+3% +$7.27K 0.04% 179
2019
Q4 		$305K Buy
+3,587
New +$303K 0.04% 174

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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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

Avidian Wealth Enterprises's PAYX Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Paychex (PAYX) stake by 6.4% in Q2 2026, selling an estimated $21.3K and leaving 3,278 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #575.

Avidian Wealth Enterprises first reported a position in PAYX in Q4 2019 and has held it in 27 quarters since. The position peaked at $895K in Q1 2022. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Avidian Wealth Enterprises held 3,278 shares of Paychex worth $322K as of Q2 2026.
  • Avidian Wealth Enterprises sold 225 Paychex shares in Q2 2026, an estimated $21.3K.
  • Paychex made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #575 holding.
  • Avidian Wealth Enterprises first reported a position in Paychex in Q4 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Paychex position peaked at $895K in Q1 2022.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.