Envestnet Portfolio Solutions’s Paychex PAYX Stock Holding History

Envestnet Portfolio Solutions’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	$5.75M	Sell	58,503 -2,633	-4%	-$249K	0.03%	305
2026 Q1	$5.63M	Sell	61,136 -13,738	-18%	-$1.36M	0.03%	269
2025 Q4	$8.4M	Buy	74,874 +12,719	+20%	+$1.49M	0.03%	277
2025 Q3	$7.88M	Sell	62,155 -6,219	-9%	-$863K	0.03%	265
2025 Q2	$9.95M	Sell	68,374 -13,454	-16%	-$2.03M	0.04%	227
2025 Q1	$12.6M	Sell	81,828 -38,314	-32%	-$5.63M	0.05%	189
2024 Q4	$16.8M	Sell	120,142 -2,855	-2%	-$405K	0.06%	158
2024 Q3	$16.5M	Buy	122,997 +8,941	+8%	+$1.14M	0.05%	172
2024 Q2	$13.5M	Sell	114,056 -1,131	-1%	-$138K	0.05%	190
2024 Q1	$14.1M	Sell	115,187 -454	-0.4%	-$55.1K	0.05%	184
2023 Q4	$13.8M	Buy	115,641 +1,694	+1%	+$201K	0.06%	171
2023 Q3	$13.1M	Buy	+113,947	New	+$13.7M	0.06%	154

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Envestnet Portfolio Solutions's PAYX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Paychex (PAYX) stake by 4.3% in Q2 2026, selling an estimated $249K and leaving 58,503 shares worth $5.75M. The position accounts for 0.03% of the portfolio, ranked #305.

Envestnet Portfolio Solutions first reported a position in PAYX in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.8M in Q4 2024. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Envestnet Portfolio Solutions held 58,503 shares of Paychex worth $5.75M as of Q2 2026.
Envestnet Portfolio Solutions sold 2,633 Paychex shares in Q2 2026, an estimated $249K.
Paychex made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #305 holding.
Envestnet Portfolio Solutions first reported a position in Paychex in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Paychex position peaked at $16.8M in Q4 2024.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.