EWM
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Elevatus Welath Management’s Paychex PAYX Stock Holding History

Elevatus Welath Management’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 		$1.49M Sell
16,126
-3,465
-18% -$343K 0.78% 35
2025
Q4 		$2.2M Sell
19,591
-3,350
-15% -$392K 0.6% 50
2025
Q3 		$2.91M Buy
22,941
+136
+0.6% +$18.9K 0.84% 32
2025
Q2 		$3.32M Buy
22,805
+52
+0.2% +$7.83K 1.11% 28
2025
Q1 		$3.51M Buy
22,753
+40
+0.2% +$5.88K 1.99% 11
2024
Q4 		$3.18M Sell
22,713
-188
-0.8% -$26.7K 1.09% 19
2024
Q3 		$3.07M Sell
22,901
-218
-0.9% -$27.7K 1% 26
2024
Q2 		$2.74M Buy
23,119
+292
+1% +$35.7K 1.03% 35
2024
Q1 		$2.8M Buy
22,827
+228
+1% +$27.7K 1.11% 29
2023
Q4 		$2.69M Sell
22,599
-61
-0.3% -$7.23K 1.22% 31
2023
Q3 		$2.61M Buy
22,660
+132
+0.6% +$15.9K 2.36% 14
2023
Q2 		$2.52M Buy
+22,528
New +$2.46M 1.75% 26

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

Elevatus Welath Management's PAYX Position: Q1 2026 in Review

Elevatus Welath Management reduced its Paychex (PAYX) stake by 18% in Q1 2026, selling an estimated $343K and leaving 16,126 shares worth $1.49M. The position accounts for 0.78% of the portfolio, ranked #35.

Elevatus Welath Management first reported a position in PAYX in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.51M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Elevatus Welath Management held 16,126 shares of Paychex worth $1.49M as of Q1 2026.
  • Elevatus Welath Management sold 3,465 Paychex shares in Q1 2026, an estimated $343K.
  • Paychex made up 0.78% of Elevatus Welath Management's portfolio in Q1 2026, its #35 holding.
  • Elevatus Welath Management first reported a position in Paychex in Q2 2023 and has held it in 12 quarters since.
  • Elevatus Welath Management's Paychex position peaked at $3.51M in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.