Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Paychex PAYX Stock Holding History

Halbert Hargrove Global Advisors’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
Q3 		$2.96K Sell
30
-4
-12% -$463 ﹤0.01% 327
2026
Q2 		$3.33K Buy
34
+4
+13% +$379 ﹤0.01% 364
2026
Q1 		$2.76K Sell
30
-20
-40% -$1.98K ﹤0.01% 339
2025
Q4 		$5.61K Sell
50
-8
-14% -$936 ﹤0.01% 318
2025
Q3 		$7.35K Buy
58
+8
+16% +$1.11K ﹤0.01% 368
2025
Q2 		$7.27K Sell
50
-13
-21% -$1.96K ﹤0.01% 246
2025
Q1 		$9.7K Buy
63
+13
+26% +$1.91K ﹤0.01% 251
2024
Q4 		$7.01K Buy
+50
New +$7.1K ﹤0.01% 247

Other funds holding PAYX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Halbert Hargrove Global Advisors's PAYX Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Paychex (PAYX) stake by 12% in Q3 2026, selling an estimated $463 and leaving 30 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Halbert Hargrove Global Advisors first reported a position in PAYX in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.7K in Q1 2025. 1,358 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Halbert Hargrove Global Advisors held 30 shares of Paychex worth $2.96K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 4 Paychex shares in Q3 2026, an estimated $463.
  • Paychex made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #327 holding.
  • Halbert Hargrove Global Advisors first reported a position in Paychex in Q4 2024 and has held it in 8 quarters since.
  • Halbert Hargrove Global Advisors's Paychex position peaked at $9.7K in Q1 2025.
  • 1,358 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.