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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
Q2 		$282K Buy
+2,867
New +$271K ﹤0.01% 868
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Great Valley Advisor Group's PAYX Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Paychex (PAYX) in Q2 2026: 2,867 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in PAYX as recently as Q4 2025.

Great Valley Advisor Group first reported a position in PAYX in Q4 2018 and has held it in 11 quarters since. The position peaked at $340K in Q2 2019. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Great Valley Advisor Group held 2,867 shares of Paychex worth $282K as of Q2 2026.
  • Paychex was a new Great Valley Advisor Group position in Q2 2026.
  • Paychex made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #868 holding.
  • Great Valley Advisor Group first reported a position in Paychex in Q4 2018 and has held it in 11 quarters since.
  • Great Valley Advisor Group's Paychex position peaked at $340K in Q2 2019.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.