Foundations Investment Advisors’s Paychex PAYX Stock Holding History

Foundations Investment 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	$356K	Buy	3,622 +11	+0.3%	+$1.04K	﹤0.01%	898
2026 Q1	$333K	Buy	3,611 +121	+3%	+$12K	﹤0.01%	869
2025 Q4	$392K	Buy	3,490 +562	+19%	+$65.8K	0.01%	798
2025 Q3	$371K	Buy	2,928 +19	+0.7%	+$2.64K	0.01%	759
2025 Q2	$423K	Buy	2,909 +1,167	+67%	+$176K	0.01%	635
2025 Q1	$269K	Buy	+1,742	New	+$256K	0.01%	744
2022 Q1	–	Sell	-1,863	Closed	-$239K	–	365
2021 Q4	$239K	Buy	+1,863	New	+$230K	0.01%	309

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

Foundations Investment Advisors's PAYX Position: Q2 2026 in Review

Foundations Investment Advisors increased its Paychex (PAYX) stake by 0.3% in Q2 2026, buying an estimated $1.04K and bringing the position to 3,622 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Foundations Investment Advisors first reported a position in PAYX in Q4 2021 and has held it in 7 quarters since. The position peaked at $423K in Q2 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Foundations Investment Advisors held 3,622 shares of Paychex worth $356K as of Q2 2026.
Foundations Investment Advisors bought 11 Paychex shares in Q2 2026, an estimated $1.04K.
Paychex made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #898 holding.
Foundations Investment Advisors first reported a position in Paychex in Q4 2021 and has held it in 7 quarters since.
Foundations Investment Advisors's Paychex position peaked at $423K in Q2 2025.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.