Forza Wealth Management’s Paychex PAYX Stock Holding History

Forza Wealth Management’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	$564K	Hold	5,736	–	–	0.17%	116
2026 Q1	$528K	Hold	5,736	–	–	0.18%	121
2025 Q4	$643K	Hold	5,736	–	–	0.23%	100
2025 Q3	$727K	Hold	5,736	–	–	0.28%	85
2025 Q2	$834K	Hold	5,736	–	–	0.34%	75
2025 Q1	$885K	Hold	5,736	–	–	0.4%	66
2024 Q4	$804K	Hold	5,736	–	–	0.37%	69
2024 Q3	$770K	Hold	5,736	–	–	0.35%	74
2024 Q2	$680K	Hold	5,736	–	–	0.35%	76
2024 Q1	$704K	Hold	5,736	–	–	0.37%	75
2023 Q4	$683K	Hold	5,736	–	–	0.38%	73
2023 Q3	$662K	Hold	5,736	–	–	0.34%	91
2023 Q2	$642K	Hold	5,736	–	–	0.32%	93
2023 Q1	$657K	Buy	5,736 +801	+16%	+$91.1K	0.34%	92
2022 Q4	$570K	Buy	+4,935	New	+$578K	0.38%	70

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Forza Wealth Management's PAYX Position: Q2 2026 in Review

Forza Wealth Management held its Paychex (PAYX) position steady in Q2 2026 at 5,736 shares worth $564K. The position accounts for 0.17% of the portfolio, ranked #116.

Forza Wealth Management first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $885K in Q1 2025. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Forza Wealth Management held 5,736 shares of Paychex worth $564K as of Q2 2026.
Forza Wealth Management left its Paychex share count unchanged in Q2 2026.
Paychex made up 0.17% of Forza Wealth Management's portfolio in Q2 2026, its #116 holding.
Forza Wealth Management first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Paychex position peaked at $885K in Q1 2025.
494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.