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Biltmore Family Office’s Paychex PAYX Stock Holding History

Biltmore Family Office’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 		$411K Sell
4,175
-515
-11% -$48.7K 0.05% 175
2026
Q1 		$432K Buy
4,690
+1,487
+46% +$147K 0.06% 170
2025
Q4 		$359K Buy
3,203
+23
+0.7% +$2.69K 0.05% 176
2025
Q3 		$403K Buy
3,180
+82
+3% +$11.4K 0.06% 155
2025
Q2 		$451K Hold
3,098
– – 0.08% 134
2025
Q1 		$478K Hold
3,098
– – 0.08% 131
2024
Q4 		$434K Hold
3,098
– – 0.07% 131
2024
Q3 		$416K Buy
3,098
+5
+0.2% +$635 0.07% 142
2024
Q2 		$367K Buy
3,093
+136
+5% +$16.6K 0.07% 140
2024
Q1 		$363K Hold
2,957
– – 0.07% 140
2023
Q4 		$352K Hold
2,957
– – 0.07% 138
2023
Q3 		$341K Hold
2,957
– – 0.08% 145
2023
Q2 		$331K Hold
2,957
– – 0.07% 143
2023
Q1 		$339K Sell
2,957
-223
-7% -$25.4K 0.07% 176
2022
Q4 		$367K Sell
3,180
-9
-0.3% -$1.05K 0.08% 166
2022
Q3 		$358K Buy
3,189
+69
+2% +$8.55K 0.08% 124
2022
Q2 		$355K Hold
3,120
– – 0.09% 130
2022
Q1 		$426K Hold
3,120
– – 0.09% 129
2021
Q4 		$426K Sell
3,120
-1,387
-31% -$171K 0.08% 140
2021
Q3 		$507K Hold
4,507
– – 0.12% 102
2021
Q2 		$484K Hold
4,507
– – 0.14% 103
2021
Q1 		$442K Sell
4,507
-400
-8% -$36.8K 0.14% 103
2020
Q4 		$457K Buy
+4,907
New +$436K 0.14% 96
2020
Q1 		– Sell
-2,477
Closed -$211K – 214
2019
Q4 		$211K Buy
+2,477
New +$209K 0.08% 158

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 $3.37T AUM 44.26% 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

Biltmore Family Office's PAYX Position: Q2 2026 in Review

Biltmore Family Office reduced its Paychex (PAYX) stake by 11% in Q2 2026, selling an estimated $48.7K and leaving 4,175 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #175.

Biltmore Family Office first reported a position in PAYX in Q4 2019 and has held it in 24 quarters since. The position peaked at $507K in Q3 2021. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Biltmore Family Office held 4,175 shares of Paychex worth $411K as of Q2 2026.
  • Biltmore Family Office sold 515 Paychex shares in Q2 2026, an estimated $48.7K.
  • Paychex made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #175 holding.
  • Biltmore Family Office first reported a position in Paychex in Q4 2019 and has held it in 24 quarters since.
  • Biltmore Family Office's Paychex position peaked at $507K in Q3 2021.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.