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Beverly Hills Private Wealth’s Paychex PAYX Stock Holding History

Beverly Hills 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 		$366K Sell
3,723
-9,401
-72% -$890K 0.07% 176
2026
Q1 		$1.21M Sell
13,124
-151
-1% -$14.9K 0.2% 118
2025
Q4 		$1.49M Sell
13,275
-810
-6% -$94.8K 0.25% 101
2025
Q3 		$1.79M Sell
14,085
-491
-3% -$68.1K 0.32% 90
2025
Q2 		$2.12M Sell
14,576
-754
-5% -$114K 0.4% 68
2025
Q1 		$2.37M Sell
15,330
-131
-0.8% -$19.3K 0.47% 60
2024
Q4 		$2.17M Sell
15,461
-645
-4% -$91.6K 0.44% 65
2024
Q3 		$2.16M Sell
16,106
-3,043
-16% -$386K 0.44% 65
2024
Q2 		$2.27M Sell
19,149
-407
-2% -$49.7K 0.49% 51
2024
Q1 		$2.4M Sell
19,556
-1,353
-6% -$164K 0.55% 51
2023
Q4 		$2.49M Sell
20,909
-527
-2% -$62.4K 0.65% 40
2023
Q3 		$2.47M Sell
21,436
-22,095
-51% -$2.66M 0.74% 35
2023
Q2 		$5.35M Buy
43,531
+24,137
+124% +$2.64M 0.88% 25
2023
Q1 		$2.22M Buy
19,394
+2,762
+17% +$314K 0.69% 42
2022
Q4 		$1.92M Buy
+16,632
New +$1.95M 0.84% 35

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

Beverly Hills Private Wealth's PAYX Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Paychex (PAYX) stake by 72% in Q2 2026, selling an estimated $890K and leaving 3,723 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #176.

Beverly Hills Private Wealth first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.35M in Q2 2023. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Beverly Hills Private Wealth held 3,723 shares of Paychex worth $366K as of Q2 2026.
  • Beverly Hills Private Wealth sold 9,401 Paychex shares in Q2 2026, an estimated $890K.
  • Paychex made up 0.07% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #176 holding.
  • Beverly Hills Private Wealth first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Paychex position peaked at $5.35M in Q2 2023.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.