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Daymark Wealth Partners’s Paychex PAYX Stock Holding History

Daymark Wealth Partners’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 		$670K Sell
7,275
-1,024
-12% -$101K 0.02% 360
2025
Q4 		$931K Sell
8,299
-1,009
-11% -$118K 0.03% 296
2025
Q3 		$1.18M Buy
9,308
+408
+5% +$56.6K 0.04% 259
2025
Q2 		$1.29M Buy
8,900
+228
+3% +$34.3K 0.05% 230
2025
Q1 		$1.34M Sell
8,672
-146
-2% -$21.5K 0.06% 205
2024
Q4 		$1.24M Sell
8,818
-453
-5% -$64.3K 0.05% 208
2024
Q3 		$1.24M Sell
9,271
-576
-6% -$73.1K 0.05% 220
2024
Q2 		$1.17M Buy
9,847
+82
+0.8% +$10K 0.05% 217
2024
Q1 		$1.2M Sell
9,765
-249
-2% -$30.2K 0.06% 180
2023
Q4 		$1.19M Buy
10,014
+130
+1% +$15.4K 0.07% 169
2023
Q3 		$1.14M Sell
9,884
-50
-0.5% -$6.03K 0.08% 160
2023
Q2 		$1.11M Buy
9,934
+5,478
+123% +$599K 0.08% 157
2023
Q1 		$511K Buy
+4,456
New +$507K 0.07% 185

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

Daymark Wealth Partners's PAYX Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Paychex (PAYX) stake by 12% in Q1 2026, selling an estimated $101K and leaving 7,275 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #360.

Daymark Wealth Partners first reported a position in PAYX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Daymark Wealth Partners held 7,275 shares of Paychex worth $670K as of Q1 2026.
  • Daymark Wealth Partners sold 1,024 Paychex shares in Q1 2026, an estimated $101K.
  • Paychex made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #360 holding.
  • Daymark Wealth Partners first reported a position in Paychex in Q1 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's Paychex position peaked at $1.34M in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.