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Essex Financial Services’s Paychex PAYX Stock Holding History

Essex Financial Services’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 		$695K Sell
7,548
-575
-7% -$56.9K 0.04% 364
2025
Q4 		$911K Sell
8,123
-285
-3% -$33.4K 0.05% 306
2025
Q3 		$1.07M Sell
8,408
-271
-3% -$37.6K 0.06% 249
2025
Q2 		$1.26M Sell
8,679
-314
-3% -$47.3K 0.08% 213
2025
Q1 		$1.39M Sell
8,993
-285
-3% -$41.9K 0.1% 185
2024
Q4 		$1.3M Buy
9,278
+436
+5% +$61.9K 0.09% 189
2024
Q3 		$1.25M Sell
8,842
-42
-0.5% -$5.33K 0.09% 197
2024
Q2 		$1.1M Buy
8,884
+5,616
+172% +$686K 0.08% 217
2024
Q1 		$401K Sell
3,268
-180
-5% -$21.8K 0.04% 365
2023
Q4 		$411K Buy
3,448
+31
+0.9% +$3.67K 0.04% 338
2023
Q3 		$394K Buy
3,417
+53
+2% +$6.39K 0.05% 324
2023
Q2 		$376K Buy
3,364
+1,176
+54% +$129K 0.04% 325
2023
Q1 		$251K Sell
2,188
-34
-2% -$3.87K 0.03% 417
2022
Q4 		$256K Sell
2,222
-1
-0% -$117 0.03% 399
2022
Q3 		$249K Buy
2,223
+24
+1% +$2.97K 0.03% 380
2022
Q2 		$250K Buy
2,199
+13
+0.6% +$1.63K 0.03% 408
2022
Q1 		$298K Buy
2,186
+447
+26% +$54.9K 0.03% 377
2021
Q4 		$237K Sell
1,739
-316
-15% -$39.1K 0.02% 426
2021
Q3 		$231K Sell
2,055
-388
-16% -$43.6K 0.03% 408
2021
Q2 		$262K Buy
+2,443
New +$246K 0.04% 355

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

Essex Financial Services's PAYX Position: Q1 2026 in Review

Essex Financial Services reduced its Paychex (PAYX) stake by 7.1% in Q1 2026, selling an estimated $56.9K and leaving 7,548 shares worth $695K. The position accounts for 0.04% of the portfolio, ranked #364.

Essex Financial Services first reported a position in PAYX in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.39M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Essex Financial Services held 7,548 shares of Paychex worth $695K as of Q1 2026.
  • Essex Financial Services sold 575 Paychex shares in Q1 2026, an estimated $56.9K.
  • Paychex made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #364 holding.
  • Essex Financial Services first reported a position in Paychex in Q2 2021 and has held it in 20 quarters since.
  • Essex Financial Services's Paychex position peaked at $1.39M in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.