Great Diamond Partners’s Paychex PAYX Stock Holding History

Great Diamond Partners’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	$2.36M	Sell	23,989 -151	-0.6%	-$14.3K	0.41%	73
2026 Q1	$2.22M	Buy	24,140 +267	+1%	+$26.4K	0.43%	75
2025 Q4	$2.68M	Sell	23,873 -16	-0.1%	-$1.87K	0.52%	54
2025 Q3	$3.03M	Sell	23,889 -132	-0.5%	-$18.3K	0.59%	38
2025 Q2	$3.49M	Sell	24,021 -210	-0.9%	-$31.6K	0.74%	32
2025 Q1	$3.74M	Sell	24,231 -193	-0.8%	-$28.4K	1.02%	22
2024 Q4	$3.42M	Sell	24,424 -374	-2%	-$53.1K	0.89%	29
2024 Q3	$3.33M	Sell	24,798 -164	-0.7%	-$20.8K	0.85%	35
2024 Q2	$2.96M	Sell	24,962 -174	-0.7%	-$21.3K	0.7%	41
2024 Q1	$3.09M	Sell	25,136 -81	-0.3%	-$9.83K	0.71%	40
2023 Q4	$3M	Buy	25,217 +12	+0%	+$1.42K	0.74%	35
2023 Q3	$2.91M	Buy	25,205 +6	+0%	+$723	0.79%	34
2023 Q2	$2.82M	Hold	25,199	–	–	0.74%	33
2023 Q1	$2.89M	Sell	25,199 -138	-0.5%	-$15.7K	0.84%	32
2022 Q4	$2.93M	Sell	25,337 -55	-0.2%	-$6.44K	0.9%	39
2022 Q3	$2.85M	Hold	25,392	–	–	0.97%	33
2022 Q2	$2.89M	Buy	25,392 +166	+0.7%	+$20.8K	0.96%	32
2022 Q1	$3.44M	Buy	25,226 +27	+0.1%	+$3.31K	0.96%	28
2021 Q4	$3.44M	Hold	25,199	–	–	0.89%	33
2021 Q3	$2.83M	Hold	25,199	–	–	0.78%	40
2021 Q2	$2.7M	Hold	25,199	–	–	0.76%	39
2021 Q1	$2.47M	Hold	25,199	–	–	0.76%	39
2020 Q4	$2.35M	Hold	25,199	–	–	0.75%	38
2020 Q3	$2.01M	Hold	25,199	–	–	0.74%	38
2020 Q2	$1.91M	Sell	25,199 -2,000	-7%	-$139K	0.79%	37
2020 Q1	$1.71M	Sell	27,199 -4,000	-13%	-$320K	0.88%	34
2019 Q4	$2.65M	Buy	+31,199	New	+$2.63M	1.01%	23

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Great Diamond Partners's PAYX Position: Q2 2026 in Review

Great Diamond Partners reduced its Paychex (PAYX) stake by 0.63% in Q2 2026, selling an estimated $14.3K and leaving 23,989 shares worth $2.36M. The position accounts for 0.41% of the portfolio, ranked #73.

Great Diamond Partners first reported a position in PAYX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.74M in Q1 2025. 487 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Great Diamond Partners held 23,989 shares of Paychex worth $2.36M as of Q2 2026.
Great Diamond Partners sold 151 Paychex shares in Q2 2026, an estimated $14.3K.
Paychex made up 0.41% of Great Diamond Partners's portfolio in Q2 2026, its #73 holding.
Great Diamond Partners first reported a position in Paychex in Q4 2019 and has held it in 27 quarters since.
Great Diamond Partners's Paychex position peaked at $3.74M in Q1 2025.
487 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.