Estate Planners Group’s Paychex PAYX Stock Holding History

Estate Planners Group’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	–	Sell	-36	Closed	-$4.02K	–	312
2025 Q4	$4.02K	Buy	+36	New	+$4.21K	﹤0.01%	355

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Estate Planners Group's PAYX Position: Q1 2026 in Review

Estate Planners Group sold out of Paychex (PAYX) in Q1 2026, closing a stake of 36 shares — an estimated $4.02K sold.

Estate Planners Group first reported a position in PAYX in Q4 2025 and held it in 1 quarter. The position peaked at $4.02K in Q4 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Estate Planners Group reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 36 Paychex shares in Q1 2026, an estimated $4.02K.
Estate Planners Group first reported a position in Paychex in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Paychex position peaked at $4.02K in Q4 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.