Corient Private Wealth
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Corient Private Wealth’s Paychex PAYX Stock Holding History

Corient 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
Q2 		$73.5M Buy
747,865
+5,751
+0.8% +$544K 0.1% 182
2026
Q1 		$68.4M Sell
742,114
-69,181
-9% -$6.85M 0.1% 190
2025
Q4 		$91M Buy
811,295
+24,053
+3% +$2.82M 0.12% 164
2025
Q3 		$99.8M Sell
787,242
-36,338
-4% -$5.04M 0.16% 139
2025
Q2 		$120M Sell
823,580
-37,125
-4% -$5.59M 0.16% 128
2025
Q1 		$133M Sell
860,705
-66,885
-7% -$9.84M 0.22% 109
2024
Q4 		$130M Buy
927,590
+479,488
+107% +$68.1M 0.22% 105
2024
Q3 		$60.1M Buy
448,102
+220
+0% +$27.9K 0.09% 206
2024
Q2 		$53.1M Sell
447,882
-6,734
-1% -$823K 0.09% 218
2024
Q1 		$55.8M Sell
454,616
-28,514
-6% -$3.46M 0.1% 211
2023
Q4 		$57.5M Buy
483,130
+2,706
+0.6% +$321K 0.11% 196
2023
Q3 		$55.4M Buy
480,424
+267
+0.1% +$32.2K 0.13% 174
2023
Q2 		$53.7M Buy
480,157
+81,853
+21% +$8.95M 0.12% 172
2023
Q1 		$45.6M Buy
398,304
+108,575
+37% +$12.4M 0.12% 166
2022
Q4 		$33.5M Buy
+289,729
New +$33.9M 0.12% 189

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

Corient Private Wealth's PAYX Position: Q2 2026 in Review

Corient Private Wealth increased its Paychex (PAYX) stake by 0.77% in Q2 2026, buying an estimated $544K and bringing the position to 747,865 shares worth $73.5M. The position accounts for 0.1% of the portfolio, ranked #182.

Corient Private Wealth first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $133M in Q1 2025. 1,532 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Corient Private Wealth held 747,865 shares of Paychex worth $73.5M as of Q2 2026.
  • Corient Private Wealth bought 5,751 Paychex shares in Q2 2026, an estimated $544K.
  • Paychex made up 0.1% of Corient Private Wealth's portfolio in Q2 2026, its #182 holding.
  • Corient Private Wealth first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Paychex position peaked at $133M in Q1 2025.
  • 1,532 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.