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Copia Wealth Management’s Paychex PAYX Stock Holding History

Copia 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 		$3.59K Hold
39
– – ﹤0.01% 404
2025
Q4 		$4.38K Hold
39
– – ﹤0.01% 390
2025
Q3 		$4.94K Hold
39
– – ﹤0.01% 358
2025
Q2 		$5.67K Hold
39
– – ﹤0.01% 331
2025
Q1 		$6.02K Hold
39
– – 0.01% 324
2024
Q4 		$5.47K Buy
+39
New +$5.54K 0.01% 306

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

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

Copia Wealth Management held its Paychex (PAYX) position steady in Q1 2026 at 39 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Copia Wealth Management first reported a position in PAYX in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.02K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Copia Wealth Management held 39 shares of Paychex worth $3.59K as of Q1 2026.
  • Copia Wealth Management left its Paychex share count unchanged in Q1 2026.
  • Paychex made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #404 holding.
  • Copia Wealth Management first reported a position in Paychex in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Paychex position peaked at $6.02K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.