EPW
PAYX icon

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
Q2 		$456K Sell
4,633
-1,948
-30% -$184K 0.03% 553
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 $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 $3.38T AUM 44.17% 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

Evolve Private Wealth's PAYX Position: Q2 2026 in Review

Evolve Private Wealth reduced its Paychex (PAYX) stake by 30% in Q2 2026, selling an estimated $184K and leaving 4,633 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #553.

Evolve Private Wealth first reported a position in PAYX in Q4 2025 and has held it in 3 quarters since. The position peaked at $606K in Q1 2026. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Evolve Private Wealth held 4,633 shares of Paychex worth $456K as of Q2 2026.
  • Evolve Private Wealth sold 1,948 Paychex shares in Q2 2026, an estimated $184K.
  • Paychex made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #553 holding.
  • Evolve Private Wealth first reported a position in Paychex in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Paychex position peaked at $606K in Q1 2026.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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