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EP Wealth Advisors’s Paychex PAYX Stock Holding History

EP Wealth Advisors’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 		$1.33M Buy
13,553
+469
+4% +$44.4K 0.01% 680
2026
Q1 		$1.21M Sell
13,084
-23,266
-64% -$2.3M 0.01% 588
2025
Q4 		$4.08M Buy
+36,350
New +$4.25M 0.02% 311
2025
Q2 		$5.47M Sell
37,625
-640
-2% -$96.4K 0.04% 251
2025
Q1 		$5.9M Buy
38,265
+3,566
+10% +$524K 0.05% 202
2024
Q4 		$4.87M Sell
34,699
-1,665
-5% -$236K 0.04% 222
2024
Q3 		$4.88M Buy
36,364
+3,282
+10% +$417K 0.04% 224
2024
Q2 		$3.92M Buy
33,082
+790
+2% +$96.5K 0.04% 201
2024
Q1 		$3.97M Buy
32,292
+610
+2% +$74K 0.05% 192
2023
Q4 		$3.77M Buy
31,682
+2,513
+9% +$298K 0.05% 194
2023
Q3 		$3.36M Buy
29,169
+18,907
+184% +$2.28M 0.05% 187
2023
Q2 		$3.21M Buy
10,262
+1,820
+22% +$199K 0.05% 195
2023
Q1 		$419K Sell
8,442
-19,837
-70% -$2.26M 0.01% 428
2022
Q4 		$3.27M Buy
+28,279
New +$3.31M 0.06% 166
2021
Q1 		– Sell
-2,227
Closed -$208K – 513
2020
Q4 		$208K Sell
2,227
-333
-13% -$29.6K 0.01% 407
2020
Q3 		$204K Sell
2,560
-120
-4% -$9.01K 0.01% 342
2020
Q2 		$203K Buy
+2,680
New +$186K 0.01% 355
2020
Q1 		– Sell
-3,636
Closed -$309K – 413
2019
Q4 		$309K Buy
3,636
+694
+24% +$58.5K 0.01% 325
2019
Q3 		$244K Hold
2,942
– – 0.01% 311
2019
Q2 		$242K Buy
+2,942
New +$248K 0.02% 268

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

EP Wealth Advisors's PAYX Position: Q2 2026 in Review

EP Wealth Advisors increased its Paychex (PAYX) stake by 3.6% in Q2 2026, buying an estimated $44.4K and bringing the position to 13,553 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #680.

EP Wealth Advisors first reported a position in PAYX in Q2 2019 and has held it in 20 quarters since. The position peaked at $5.9M in Q1 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • EP Wealth Advisors held 13,553 shares of Paychex worth $1.33M as of Q2 2026.
  • EP Wealth Advisors bought 469 Paychex shares in Q2 2026, an estimated $44.4K.
  • Paychex made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #680 holding.
  • EP Wealth Advisors first reported a position in Paychex in Q2 2019 and has held it in 20 quarters since.
  • EP Wealth Advisors's Paychex position peaked at $5.9M in Q1 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.