Guardian Wealth Advisors (North Carolina)’s Paychex PAYX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-2,148	Closed	-$241K	–	623
2025 Q4	$241K	Sell	2,148 -14	-0.6%	-$1.64K	0.02%	329
2025 Q3	$274K	Sell	2,162 -30	-1%	-$4.16K	0.02%	301
2025 Q2	$319K	Sell	2,192 -18	-0.8%	-$2.71K	0.02%	259
2025 Q1	$341K	Sell	2,210 -19	-0.9%	-$2.79K	0.03%	233
2024 Q4	$313K	Buy	2,229 +262	+13%	+$37.2K	0.02%	243
2024 Q3	$264K	Sell	1,967 -38	-2%	-$4.83K	0.03%	228
2024 Q2	$238K	Buy	2,005 +11	+0.6%	+$1.34K	0.03%	235
2024 Q1	$245K	Buy	1,994 +52	+3%	+$6.31K	0.03%	234
2023 Q4	$231K	Buy	1,942 +135	+7%	+$16K	0.04%	225
2023 Q3	$208K	Buy	+1,807	New	+$218K	0.04%	232

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PAYX Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,148 shares — an estimated $241K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PAYX in Q3 2023 and held it in 10 quarters. The position peaked at $341K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,148 Paychex shares in Q1 2026, an estimated $241K.
Guardian Wealth Advisors (North Carolina) first reported a position in Paychex in Q3 2023 and held it in 10 quarters.
Guardian Wealth Advisors (North Carolina)'s Paychex position peaked at $341K in Q1 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.