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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
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 $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

Beverly Hills Private Wealth's PAYX Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Paychex (PAYX) stake by 1.1% in Q1 2026, selling an estimated $14.9K and leaving 13,124 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #118.

Beverly Hills Private Wealth first reported a position in PAYX in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.35M in Q2 2023. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Beverly Hills Private Wealth held 13,124 shares of Paychex worth $1.21M as of Q1 2026.
  • Beverly Hills Private Wealth sold 151 Paychex shares in Q1 2026, an estimated $14.9K.
  • Paychex made up 0.2% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #118 holding.
  • Beverly Hills Private Wealth first reported a position in Paychex in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Paychex position peaked at $5.35M in Q2 2023.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.