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Forvis Mazars Wealth Advisors’s Paychex PAYX Stock Holding History

Forvis Mazars Wealth 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 		$398K Sell
4,045
-562
-12% -$53.2K 0.01% 339
2026
Q1 		$424K Sell
4,607
-1,104
-19% -$109K 0.01% 304
2025
Q4 		$641K Buy
5,711
+265
+5% +$31K 0.01% 255
2025
Q3 		$690K Buy
5,446
+649
+14% +$90K 0.01% 246
2025
Q2 		$698K Sell
4,797
-203
-4% -$30.6K 0.02% 241
2025
Q1 		$771K Sell
5,000
-196
-4% -$28.8K 0.02% 228
2024
Q4 		$729K Buy
5,196
+970
+23% +$138K 0.02% 259
2024
Q3 		$567K Buy
4,226
+122
+3% +$15.5K 0.01% 300
2024
Q2 		$487K Sell
4,104
-100
-2% -$12.2K 0.01% 297
2024
Q1 		$516K Sell
4,204
-30
-0.7% -$3.64K 0.01% 287
2023
Q4 		$504K Hold
4,234
– – 0.01% 279
2023
Q3 		$488K Buy
4,234
+156
+4% +$18.8K 0.01% 276
2023
Q2 		$456K Sell
4,078
-1
-0% -$109 0.01% 303
2023
Q1 		$467K Buy
4,079
+1
+0% +$114 0.02% 276
2022
Q4 		$471K Buy
4,078
+348
+9% +$40.7K 0.02% 268
2022
Q3 		$419K Sell
3,730
-82
-2% -$10.2K 0.02% 275
2022
Q2 		$434K Sell
3,812
-7
-0.2% -$879 0.02% 268
2022
Q1 		$521K Buy
+3,819
New +$469K 0.02% 186
2021
Q2 		– Sell
-2,788
Closed -$273K – 275
2021
Q1 		$273K Sell
2,788
-742
-21% -$68.3K 0.01% 238
2020
Q4 		$329K Buy
+3,530
New +$313K 0.02% 278

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

Forvis Mazars Wealth Advisors's PAYX Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Paychex (PAYX) stake by 12% in Q2 2026, selling an estimated $53.2K and leaving 4,045 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #339.

Forvis Mazars Wealth Advisors first reported a position in PAYX in Q4 2020 and has held it in 20 quarters since. The position peaked at $771K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 4,045 shares of Paychex worth $398K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 562 Paychex shares in Q2 2026, an estimated $53.2K.
  • Paychex made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #339 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Paychex in Q4 2020 and has held it in 20 quarters since.
  • Forvis Mazars Wealth Advisors's Paychex position peaked at $771K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.