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EverSource Wealth Advisors’s Paychex PAYX Stock Holding History

EverSource 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 		$686K Buy
6,980
+1,051
+18% +$99.5K 0.02% 450
2026
Q1 		$546K Buy
5,929
+2,671
+82% +$264K 0.02% 568
2025
Q4 		$365K Sell
3,258
-209
-6% -$24.5K 0.01% 662
2025
Q3 		$439K Sell
3,467
-1,109
-24% -$154K 0.02% 547
2025
Q2 		$666K Buy
4,576
+422
+10% +$63.5K 0.03% 372
2025
Q1 		$641K Buy
4,154
+1,587
+62% +$233K 0.04% 335
2024
Q4 		$360K Buy
2,567
+48
+2% +$6.82K 0.02% 454
2024
Q3 		$338K Buy
2,519
+86
+4% +$10.9K 0.02% 417
2024
Q2 		$312K Sell
2,433
-770
-24% -$94.1K 0.02% 430
2024
Q1 		$381K Buy
3,203
+137
+4% +$16.6K 0.03% 329
2023
Q4 		$365K Buy
3,066
+214
+8% +$25.4K 0.03% 300
2023
Q3 		$329K Buy
2,852
+96
+3% +$11.6K 0.03% 289
2023
Q2 		$308K Buy
2,756
+403
+17% +$44.1K 0.03% 305
2023
Q1 		$270K Buy
2,353
+433
+23% +$49.3K 0.03% 321
2022
Q4 		$222K Sell
1,920
-380
-17% -$44.5K 0.03% 339
2022
Q3 		$259K Buy
2,300
+353
+18% +$43.7K 0.06% 261
2022
Q2 		$222K Sell
1,947
-610
-24% -$76.6K 0.06% 244
2022
Q1 		$349K Buy
2,557
+481
+23% +$59K 0.09% 188
2021
Q4 		$283K Buy
+2,076
New +$257K 0.08% 181

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

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

EverSource Wealth Advisors increased its Paychex (PAYX) stake by 18% in Q2 2026, buying an estimated $99.5K and bringing the position to 6,980 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #450.

EverSource Wealth Advisors first reported a position in PAYX in Q4 2021 and has held it in 19 quarters since. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • EverSource Wealth Advisors held 6,980 shares of Paychex worth $686K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,051 Paychex shares in Q2 2026, an estimated $99.5K.
  • Paychex made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #450 holding.
  • EverSource Wealth Advisors first reported a position in Paychex in Q4 2021 and has held it in 19 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.