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Harbor Investment Advisory’s Paychex PAYX Stock Holding History

Harbor Investment Advisory’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 		$592K Sell
6,021
-155
-3% -$14.7K 0.04% 274
2026
Q1 		$569K Sell
6,176
-894
-13% -$88.5K 0.04% 263
2025
Q4 		$793K Sell
7,070
-309
-4% -$36.2K 0.06% 227
2025
Q3 		$935K Buy
7,379
+20
+0.3% +$2.77K 0.08% 193
2025
Q2 		$1.07M Sell
7,359
-25
-0.3% -$3.76K 0.1% 165
2025
Q1 		$1.14M Sell
7,384
-391
-5% -$57.5K 0.11% 143
2024
Q4 		$1.09M Sell
7,775
-169
-2% -$24K 0.1% 140
2024
Q3 		$1.07M Sell
7,944
-27
-0.3% -$3.43K 0.11% 150
2024
Q2 		$945K Sell
7,971
-40
-0.5% -$4.89K 0.1% 154
2024
Q1 		$984K Sell
8,011
-34
-0.4% -$4.13K 0.1% 149
2023
Q4 		$958K Hold
8,045
– – 0.11% 147
2023
Q3 		$928K Sell
8,045
-49
-0.6% -$5.91K 0.12% 140
2023
Q2 		$905K Buy
8,094
+22
+0.3% +$2.41K 0.13% 146
2023
Q1 		$925K Sell
8,072
-538
-6% -$61.2K 0.14% 143
2022
Q4 		$995K Buy
8,610
+21
+0.2% +$2.46K 0.16% 130
2022
Q3 		$964K Buy
8,589
+192
+2% +$23.8K 0.16% 120
2022
Q2 		$956K Sell
8,397
-68
-0.8% -$8.54K 0.15% 122
2022
Q1 		$1.16M Buy
8,465
+5
+0.1% +$614 0.15% 119
2021
Q4 		$1.16M Sell
8,460
-91
-1% -$11.3K 0.15% 124
2021
Q3 		$962K Sell
8,551
-132
-2% -$14.8K 0.13% 135
2021
Q2 		$932K Sell
8,683
-79
-0.9% -$7.95K 0.13% 138
2021
Q1 		$859K Sell
8,762
-20
-0.2% -$1.84K 0.13% 139
2020
Q4 		$818K Buy
8,782
+40
+0.5% +$3.55K 0.13% 132
2020
Q3 		$697K Buy
8,742
+60
+0.7% +$4.51K 0.13% 128
2020
Q2 		$658K Sell
8,682
-435
-5% -$30.1K 0.14% 126
2020
Q1 		$574K Buy
9,117
+180
+2% +$14.4K 0.15% 120
2019
Q4 		$760K Buy
+8,937
New +$754K 0.18% 116

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Harbor Investment Advisory's PAYX Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Paychex (PAYX) stake by 2.5% in Q2 2026, selling an estimated $14.7K and leaving 6,021 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #274.

Harbor Investment Advisory first reported a position in PAYX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.16M in Q1 2022. 491 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Harbor Investment Advisory held 6,021 shares of Paychex worth $592K as of Q2 2026.
  • Harbor Investment Advisory sold 155 Paychex shares in Q2 2026, an estimated $14.7K.
  • Paychex made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #274 holding.
  • Harbor Investment Advisory first reported a position in Paychex in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Paychex position peaked at $1.16M in Q1 2022.
  • 491 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.