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Challenger Wealth Management’s Paychex PAYX Stock Holding History

Challenger Wealth Management’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 		– Sell
-2,145
Closed -$241K – 62
2025
Q4 		$241K Sell
2,145
-5
-0.2% -$585 0.18% 57
2025
Q3 		$273K Sell
2,150
-992
-32% -$138K 0.21% 56
2025
Q2 		$457K Buy
3,142
+14
+0.4% +$2.11K 0.32% 52
2025
Q1 		$483K Buy
3,128
+13
+0.4% +$1.91K 0.38% 48
2024
Q4 		$437K Buy
+3,115
New +$442K 0.38% 52

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

Challenger Wealth Management's PAYX Position: Q1 2026 in Review

Challenger Wealth Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,145 shares — an estimated $241K sold.

Challenger Wealth Management first reported a position in PAYX in Q4 2024 and held it in 5 quarters. The position peaked at $483K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Challenger Wealth Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Challenger Wealth Management sold 2,145 Paychex shares in Q1 2026, an estimated $241K.
  • Challenger Wealth Management first reported a position in Paychex in Q4 2024 and held it in 5 quarters.
  • Challenger Wealth Management's Paychex position peaked at $483K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.