Focus Partners Wealth
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Focus Partners Wealth’s Paychex PAYX Stock Holding History

Focus Partners 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 		$20.2M Buy
218,883
+7,343
+3% +$727K 0.02% 494
2025
Q4 		$23.7M Buy
211,540
+110,747
+110% +$13M 0.03% 442
2025
Q3 		$12.8M Buy
100,793
+443
+0.4% +$61.5K 0.02% 496
2025
Q2 		$14.6M Buy
100,350
+4,593
+5% +$691K 0.03% 425
2025
Q1 		$14.8M Sell
95,757
-327
-0.3% -$48.1K 0.04% 391
2024
Q4 		$13.5M Buy
96,084
+16,846
+21% +$2.39M 0.04% 398
2024
Q3 		$10.6M Sell
79,238
-31,652
-29% -$4.02M 0.03% 398
2024
Q2 		$13.1M Buy
110,890
+56,597
+104% +$6.92M 0.04% 313
2024
Q1 		$6.67M Buy
54,293
+1,668
+3% +$202K 0.05% 274
2023
Q4 		$6.27M Buy
+52,625
New +$6.23M 0.08% 203

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

Focus Partners Wealth's PAYX Position: Q1 2026 in Review

Focus Partners Wealth increased its Paychex (PAYX) stake by 3.5% in Q1 2026, buying an estimated $727K and bringing the position to 218,883 shares worth $20.2M. The position accounts for 0.02% of the portfolio, ranked #494.

Focus Partners Wealth first reported a position in PAYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.7M in Q4 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Focus Partners Wealth held 218,883 shares of Paychex worth $20.2M as of Q1 2026.
  • Focus Partners Wealth bought 7,343 Paychex shares in Q1 2026, an estimated $727K.
  • Paychex made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #494 holding.
  • Focus Partners Wealth first reported a position in Paychex in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Paychex position peaked at $23.7M in Q4 2025.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.