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Evolve Private Wealth’s Paychex PAYX Stock Holding History

Evolve Private Wealth’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 		$606K Buy
6,581
+2,827
+75% +$280K 0.03% 493
2025
Q4 		$421K Buy
+3,754
New +$439K 0.03% 597

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

Evolve Private Wealth's PAYX Position: Q1 2026 in Review

Evolve Private Wealth increased its Paychex (PAYX) stake by 75% in Q1 2026, buying an estimated $280K and bringing the position to 6,581 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #493.

Evolve Private Wealth first reported a position in PAYX in Q4 2025 and has held it in 2 quarters since. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Evolve Private Wealth held 6,581 shares of Paychex worth $606K as of Q1 2026.
  • Evolve Private Wealth bought 2,827 Paychex shares in Q1 2026, an estimated $280K.
  • Paychex made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #493 holding.
  • Evolve Private Wealth first reported a position in Paychex in Q4 2025 and has held it in 2 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.