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Badgley Phelps Wealth Managers’s Paychex PAYX Stock Holding History

Badgley Phelps Wealth Managers’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 		$1.11M Buy
12,042
+706
+6% +$69.9K 0.02% 196
2025
Q4 		$1.27M Sell
11,336
-112
-1% -$13.1K 0.02% 182
2025
Q3 		$1.45M Sell
11,448
-19
-0.2% -$2.64K 0.03% 165
2025
Q2 		$1.67M Buy
11,467
+53
+0.5% +$7.98K 0.04% 160
2025
Q1 		$1.76M Sell
11,414
-20
-0.2% -$2.94K 0.04% 155
2024
Q4 		$1.6M Hold
11,434
– – 0.04% 155
2024
Q3 		$1.53M Sell
11,434
-250
-2% -$31.7K 0.04% 155
2024
Q2 		$1.39M Sell
11,684
-35
-0.3% -$4.28K 0.03% 154
2024
Q1 		$1.44M Buy
11,719
+102
+0.9% +$12.4K 0.04% 150
2023
Q4 		$1.38M Sell
11,617
-56
-0.5% -$6.63K 0.04% 147
2023
Q3 		$1.35M Buy
11,673
+56
+0.5% +$6.75K 0.05% 140
2023
Q2 		$1.3M Buy
11,617
+9,775
+531% +$1.07M 0.04% 139
2023
Q1 		$211K Hold
1,842
– – 0.01% 199
2022
Q4 		$213K Sell
1,842
-31
-2% -$3.63K 0.01% 202
2022
Q3 		$210K Buy
+1,873
New +$232K 0.01% 187
2022
Q2 		– Sell
-1,767
Closed -$241K – 220
2022
Q1 		$241K Buy
1,767
+145
+9% +$17.8K 0.01% 195
2021
Q4 		$221K Buy
+1,622
New +$201K 0.01% 199

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Badgley Phelps Wealth Managers's PAYX Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Paychex (PAYX) stake by 6.2% in Q1 2026, buying an estimated $69.9K and bringing the position to 12,042 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #196.

Badgley Phelps Wealth Managers first reported a position in PAYX in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.76M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Badgley Phelps Wealth Managers held 12,042 shares of Paychex worth $1.11M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 706 Paychex shares in Q1 2026, an estimated $69.9K.
  • Paychex made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #196 holding.
  • Badgley Phelps Wealth Managers first reported a position in Paychex in Q4 2021 and has held it in 17 quarters since.
  • Badgley Phelps Wealth Managers's Paychex position peaked at $1.76M in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.