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Elevation Wealth Partners’s Paychex PAYX Stock Holding History

Elevation 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
Q2 		$39.3K Buy
400
+125
+45% +$11.8K 0.01% 366
2026
Q1 		$25.3K Buy
+275
New +$27.2K 0.01% 327

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

Elevation Wealth Partners's PAYX Position: Q2 2026 in Review

Elevation Wealth Partners increased its Paychex (PAYX) stake by 45% in Q2 2026, buying an estimated $11.8K and bringing the position to 400 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #366.

Elevation Wealth Partners first reported a position in PAYX in Q1 2026 and has held it in 2 quarters since. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Elevation Wealth Partners held 400 shares of Paychex worth $39.3K as of Q2 2026.
  • Elevation Wealth Partners bought 125 Paychex shares in Q2 2026, an estimated $11.8K.
  • Paychex made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #366 holding.
  • Elevation Wealth Partners first reported a position in Paychex in Q1 2026 and has held it in 2 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.