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GeoWealth Management’s Paychex PAYX Stock Holding History

GeoWealth 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
Q1 		$88.6K Sell
962
-3
-0.3% -$297 ﹤0.01% 799
2025
Q4 		$108K Sell
965
-749
-44% -$87.7K ﹤0.01% 713
2025
Q3 		$217K Sell
1,714
-53
-3% -$7.35K 0.01% 672
2025
Q2 		$257K Sell
1,767
-275
-13% -$41.4K 0.01% 588
2025
Q1 		$315K Sell
2,042
-2,078
-50% -$306K 0.01% 541
2024
Q4 		$578K Buy
4,120
+84
+2% +$11.9K 0.02% 436
2024
Q3 		$542K Sell
4,036
-60
-1% -$7.62K 0.02% 453
2024
Q2 		$486K Buy
4,096
+238
+6% +$29.1K 0.02% 436
2024
Q1 		$474K Buy
3,858
+59
+2% +$7.16K 0.02% 448
2023
Q4 		$453K Buy
3,799
+1,890
+99% +$224K 0.04% 346
2023
Q3 		$220K Hold
1,909
– – 0.02% 275
2023
Q2 		$214K Sell
1,909
-12
-0.6% -$1.31K 0.02% 239
2023
Q1 		$220K Sell
1,921
-1,155
-38% -$131K 0.03% 203
2022
Q4 		$355K Sell
3,076
-1,088
-26% -$127K 0.04% 173
2022
Q3 		$465K Sell
4,164
-774
-16% -$95.9K 0.05% 176
2022
Q2 		$563K Sell
4,938
-3,743
-43% -$470K 0.08% 147
2022
Q1 		$1.18M Sell
8,681
-1,972
-19% -$242K 0.1% 131
2021
Q4 		$1.45M Buy
10,653
+5,963
+127% +$737K 0.12% 123
2021
Q3 		$527K Sell
4,690
-76
-2% -$8.54K 0.04% 209
2021
Q2 		$511K Buy
4,766
+693
+17% +$69.7K 0.06% 144
2021
Q1 		$399K Sell
4,073
-214
-5% -$19.7K 0.06% 140
2020
Q4 		$406K Buy
4,287
+286
+7% +$25.4K 0.07% 154
2020
Q3 		$331K Sell
4,001
-271
-6% -$20.4K 0.1% 113
2020
Q2 		$324K Buy
+4,272
New +$296K 0.13% 117

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

GeoWealth Management's PAYX Position: Q1 2026 in Review

GeoWealth Management reduced its Paychex (PAYX) stake by 0.31% in Q1 2026, selling an estimated $297 and leaving 962 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

GeoWealth Management first reported a position in PAYX in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.45M in Q4 2021. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • GeoWealth Management held 962 shares of Paychex worth $88.6K as of Q1 2026.
  • GeoWealth Management sold 3 Paychex shares in Q1 2026, an estimated $297.
  • Paychex made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #799 holding.
  • GeoWealth Management first reported a position in Paychex in Q2 2020 and has held it in 24 quarters since.
  • GeoWealth Management's Paychex position peaked at $1.45M in Q4 2021.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.