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Boomfish Wealth Group’s Paychex PAYX Stock Holding History

Boomfish Wealth Group’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 		$980K Sell
9,962
-2,132
-18% -$202K 0.45% 61
2026
Q1 		$1.11M Buy
12,094
+758
+7% +$75K 0.59% 61
2025
Q4 		$1.27M Sell
11,336
-461
-4% -$54K 0.68% 58
2025
Q3 		$1.5M Buy
11,797
+630
+6% +$87.4K 0.81% 54
2025
Q2 		$1.62M Buy
11,167
+483
+5% +$72.7K 0.94% 49
2025
Q1 		$1.65M Sell
10,684
-56
-0.5% -$8.24K 1.07% 44
2024
Q4 		$1.51M Buy
10,740
+240
+2% +$34.1K 0.91% 48
2024
Q3 		$1.41M Buy
10,500
+45
+0.4% +$5.71K 0.86% 56
2024
Q2 		$1.24M Buy
10,455
+259
+3% +$31.6K 0.8% 61
2024
Q1 		$1.25M Buy
10,196
+625
+7% +$75.9K 0.84% 65
2023
Q4 		$1.14M Buy
+9,571
New +$1.13M 0.82% 62

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

Boomfish Wealth Group's PAYX Position: Q2 2026 in Review

Boomfish Wealth Group reduced its Paychex (PAYX) stake by 18% in Q2 2026, selling an estimated $202K and leaving 9,962 shares worth $980K. The position accounts for 0.45% of the portfolio, ranked #61.

Boomfish Wealth Group first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Boomfish Wealth Group held 9,962 shares of Paychex worth $980K as of Q2 2026.
  • Boomfish Wealth Group sold 2,132 Paychex shares in Q2 2026, an estimated $202K.
  • Paychex made up 0.45% of Boomfish Wealth Group's portfolio in Q2 2026, its #61 holding.
  • Boomfish Wealth Group first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
  • Boomfish Wealth Group's Paychex position peaked at $1.65M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.