Fortis Group Advisors’s Paychex PAYX Stock Holding History

Fortis Group 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	$29.3K	Hold	298	–	–	﹤0.01%	322
2026 Q1	$27.5K	Hold	298	–	–	﹤0.01%	327
2025 Q4	$33.4K	Hold	298	–	–	0.01%	319
2025 Q3	$37.8K	Hold	298	–	–	0.01%	270
2025 Q2	$43.3K	Hold	298	–	–	0.01%	248
2025 Q1	$46K	Hold	298	–	–	0.01%	217
2024 Q4	$41.8K	Hold	298	–	–	0.01%	222
2024 Q3	$40K	Hold	298	–	–	0.01%	213
2024 Q2	$35.3K	Hold	298	–	–	0.01%	222
2024 Q1	$36.6K	Sell	298 -298	-50%	-$36.2K	0.01%	235
2023 Q4	$71K	Buy	596 +298	+100%	+$35.3K	0.02%	156
2023 Q3	$34.4K	Buy	+298	New	+$35.9K	0.01%	150
2020 Q3	$23K	Buy	+298	New	+$22.4K	﹤0.01%	241

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fortis Group Advisors's PAYX Position: Q2 2026 in Review

Fortis Group Advisors held its Paychex (PAYX) position steady in Q2 2026 at 298 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Fortis Group Advisors first reported a position in PAYX in Q3 2020 and has held it in 13 quarters since. The position peaked at $71K in Q4 2023. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Fortis Group Advisors held 298 shares of Paychex worth $29.3K as of Q2 2026.
Fortis Group Advisors left its Paychex share count unchanged in Q2 2026.
Paychex made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #322 holding.
Fortis Group Advisors first reported a position in Paychex in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Paychex position peaked at $71K in Q4 2023.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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