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Diversify Advisory Services’s Paychex PAYX Stock Holding History

Diversify Advisory Services’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
-7,600
Closed -$845K – 660
2025
Q4 		$845K Sell
7,600
-644
-8% -$75.4K 0.03% 437
2025
Q3 		$949K Sell
8,244
-1,404
-15% -$195K 0.03% 383
2025
Q2 		$1.3M Buy
+9,648
New +$1.45M 0.05% 273

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

Diversify Advisory Services's PAYX Position: Q1 2026 in Review

Diversify Advisory Services sold out of Paychex (PAYX) in Q1 2026, closing a stake of 7,600 shares — an estimated $845K sold.

Diversify Advisory Services first reported a position in PAYX in Q2 2025 and held it in 3 quarters. The position peaked at $1.3M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Diversify Advisory Services reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 7,600 Paychex shares in Q1 2026, an estimated $845K.
  • Diversify Advisory Services first reported a position in Paychex in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Paychex position peaked at $1.3M in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.