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Great Valley Advisor Group’s Paychex PAYX Stock Holding History

Great Valley Advisor Group’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 		– Sell
-2,020
Closed -$226K – 1032
2025
Q4 		$226K Buy
2,020
+98
+5% +$11.5K ﹤0.01% 856
2025
Q3 		$244K Sell
1,922
-54
-3% -$7.49K ﹤0.01% 834
2025
Q2 		$287K Sell
1,976
-102
-5% -$15.4K 0.01% 755
2025
Q1 		$321K Sell
2,078
-115
-5% -$16.9K 0.01% 706
2024
Q4 		$307K Buy
2,193
+135
+7% +$19.2K 0.01% 689
2024
Q3 		$276K Buy
2,058
+62
+3% +$7.87K 0.01% 710
2024
Q2 		$237K Buy
+1,996
New +$244K 0.01% 705
2019
Q3 		– Sell
-4,130
Closed -$340K – 345
2019
Q2 		$340K Buy
4,130
+639
+18% +$53.9K 0.09% 232
2019
Q1 		$280K Buy
3,491
+38
+1% +$2.8K 0.09% 235
2018
Q4 		$225K Buy
+3,453
New +$234K 0.08% 208

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

Great Valley Advisor Group's PAYX Position: Q1 2026 in Review

Great Valley Advisor Group sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,020 shares — an estimated $226K sold.

Great Valley Advisor Group first reported a position in PAYX in Q4 2018 and held it in 10 quarters. The position peaked at $340K in Q2 2019. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Great Valley Advisor Group reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 2,020 Paychex shares in Q1 2026, an estimated $226K.
  • Great Valley Advisor Group first reported a position in Paychex in Q4 2018 and held it in 10 quarters.
  • Great Valley Advisor Group's Paychex position peaked at $340K in Q2 2019.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.