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GoalVest Advisory’s Paychex PAYX Stock Holding History

GoalVest Advisory’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 		$121K Buy
1,227
+21
+2% +$1.99K 0.02% 146
2026
Q1 		$111K Sell
1,206
-135
-10% -$13.4K 0.02% 173
2025
Q4 		$150K Sell
1,341
-252
-16% -$29.5K 0.03% 162
2025
Q3 		$202K Hold
1,593
– – 0.04% 129
2025
Q2 		$232K Sell
1,593
-40
-2% -$6.02K 0.06% 119
2025
Q1 		$252K Buy
1,633
+245
+18% +$36K 0.07% 107
2024
Q4 		$195K Buy
1,388
+40
+3% +$5.68K 0.05% 114
2024
Q3 		$181K Hold
1,348
– – 0.05% 116
2024
Q2 		$160K Hold
1,348
– – 0.05% 115
2024
Q1 		$166K Buy
1,348
+180
+15% +$21.8K 0.06% 117
2023
Q4 		$139K Buy
1,168
+415
+55% +$49.2K 0.06% 81
2023
Q3 		$86.8K Buy
753
+40
+6% +$4.82K 0.04% 114
2023
Q2 		$79.8K Buy
713
+178
+33% +$19.5K 0.04% 115
2023
Q1 		$61.3K Hold
535
– – 0.04% 105
2022
Q4 		$61.8K Hold
535
– – 0.04% 101
2022
Q3 		$60K Hold
535
– – 0.04% 105
2022
Q2 		$62K Hold
535
– – 0.04% 156
2022
Q1 		$73K Buy
+535
New +$65.7K 0.04% 143
2021
Q2 		$43K Hold
400
– – 0.03% 152
2021
Q1 		$39K Sell
400
-220
-35% -$20.3K 0.03% 130
2020
Q4 		$58K Buy
+620
New +$55.1K 0.05% 112

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GoalVest Advisory's PAYX Position: Q2 2026 in Review

GoalVest Advisory increased its Paychex (PAYX) stake by 1.7% in Q2 2026, buying an estimated $1.99K and bringing the position to 1,227 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #146.

GoalVest Advisory first reported a position in PAYX in Q4 2020 and has held it in 21 quarters since. The position peaked at $252K in Q1 2025. 456 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • GoalVest Advisory held 1,227 shares of Paychex worth $121K as of Q2 2026.
  • GoalVest Advisory bought 21 Paychex shares in Q2 2026, an estimated $1.99K.
  • Paychex made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #146 holding.
  • GoalVest Advisory first reported a position in Paychex in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Paychex position peaked at $252K in Q1 2025.
  • 456 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.