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Dodds Wealth’s Paychex PAYX Stock Holding History

Dodds 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
Q1 		– Sell
-1,927
Closed -$216K – 53
2025
Q4 		$216K Sell
1,927
-35
-2% -$4.1K 0.05% 54
2025
Q3 		$249K Hold
1,962
– – 0.06% 51
2025
Q2 		$285K Hold
1,962
– – 0.08% 46
2025
Q1 		$303K Hold
1,962
– – 0.1% 48
2024
Q4 		$284K Hold
1,962
– – 0.09% 47
2024
Q3 		$273K Hold
1,962
– – 0.09% 48
2024
Q2 		$230K Hold
1,962
– – 0.09% 52
2024
Q1 		$241K Buy
1,962
+203
+12% +$24.6K 0.1% 49
2023
Q4 		$210K Buy
+1,759
New +$208K 0.11% 52

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodds Wealth's PAYX Position: Q1 2026 in Review

Dodds Wealth sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,927 shares — an estimated $216K sold.

Dodds Wealth first reported a position in PAYX in Q4 2023 and held it in 9 quarters. The position peaked at $303K in Q1 2025. 1,510 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Dodds Wealth reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Dodds Wealth sold 1,927 Paychex shares in Q1 2026, an estimated $216K.
  • Dodds Wealth first reported a position in Paychex in Q4 2023 and held it in 9 quarters.
  • Dodds Wealth's Paychex position peaked at $303K in Q1 2025.
  • 1,510 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Dodds Wealth's 13F filing for Q1 2026, filed 8 May 2026.