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Fiduciary Wealth Partners’s Paychex PAYX Stock Holding History

Fiduciary Wealth Partners’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 		$276K Hold
2,803
– – 0.15% 53
2026
Q1 		$258K Sell
2,803
-22
-0.8% -$2.18K 0.17% 46
2025
Q4 		$317K Sell
2,825
-12
-0.4% -$1.4K 0.13% 66
2025
Q3 		$360K Buy
2,837
+2,698
+1,941% +$374K 0.15% 61
2025
Q2 		$20.2K Sell
139
-2,675
-95% -$403K 0.02% 65
2025
Q1 		$434K Buy
+2,814
New +$414K 0.38% 20

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

Fiduciary Wealth Partners's PAYX Position: Q2 2026 in Review

Fiduciary Wealth Partners held its Paychex (PAYX) position steady in Q2 2026 at 2,803 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #53.

Fiduciary Wealth Partners first reported a position in PAYX in Q1 2025 and has held it in 6 quarters since. The position peaked at $434K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Fiduciary Wealth Partners held 2,803 shares of Paychex worth $276K as of Q2 2026.
  • Fiduciary Wealth Partners left its Paychex share count unchanged in Q2 2026.
  • Paychex made up 0.15% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Fiduciary Wealth Partners first reported a position in Paychex in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Wealth Partners's Paychex position peaked at $434K in Q1 2025.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.