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Avion Wealth’s Paychex PAYX Stock Holding History

Avion 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 		$13K Buy
136
+2
+1% +$189 ﹤0.01% 518
2026
Q1 		$12K Buy
134
+67
+100% +$6.63K ﹤0.01% 448
2025
Q4 		$7K Buy
67
+21
+46% +$2.46K ﹤0.01% 586
2025
Q3 		$5K Sell
46
-25
-35% -$3.47K ﹤0.01% 655
2025
Q2 		$10K Sell
71
-174
-71% -$26.2K ﹤0.01% 476
2025
Q1 		$34K Hold
245
– – 0.01% 234
2024
Q4 		$34K Buy
245
+202
+470% +$28.7K 0.01% 233
2024
Q3 		$5K Buy
43
+8
+23% +$1.02K ﹤0.01% 530
2024
Q2 		$4K Buy
35
+4
+13% +$489 ﹤0.01% 523
2024
Q1 		$4K Sell
31
-496
-94% -$60.2K ﹤0.01% 514
2023
Q4 		$63K Buy
527
+4
+0.8% +$474 0.02% 142
2023
Q3 		$60K Buy
523
+9
+2% +$1.08K 0.02% 142
2023
Q2 		$57K Buy
514
+9
+2% +$984 0.01% 153
2023
Q1 		$58K Buy
+505
New +$57.5K 0.02% 140

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 $3.38T AUM 44.17% 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

Avion Wealth's PAYX Position: Q2 2026 in Review

Avion Wealth increased its Paychex (PAYX) stake by 1.5% in Q2 2026, buying an estimated $189 and bringing the position to 136 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Avion Wealth first reported a position in PAYX in Q1 2023 and has held it in 14 quarters since. The position peaked at $63K in Q4 2023. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Avion Wealth held 136 shares of Paychex worth $13K as of Q2 2026.
  • Avion Wealth bought 2 Paychex shares in Q2 2026, an estimated $189.
  • Paychex made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #518 holding.
  • Avion Wealth first reported a position in Paychex in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's Paychex position peaked at $63K in Q4 2023.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.