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Heritage Wealth Advisors’s Paychex PAYX Stock Holding History

Heritage Wealth 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
Q1 		$182K Sell
1,972
-761
-28% -$75.3K 0.01% 211
2025
Q4 		$307K Sell
2,733
-20
-0.7% -$2.34K 0.01% 186
2025
Q3 		$349K Hold
2,753
– – 0.02% 157
2025
Q2 		$400K Sell
2,753
-57
-2% -$8.58K 0.02% 152
2025
Q1 		$434K Hold
2,810
– – 0.02% 137
2024
Q4 		$394K Sell
2,810
-109
-4% -$15.5K 0.02% 151
2024
Q3 		$392K Buy
2,919
+43
+1% +$5.46K 0.02% 158
2024
Q2 		$341K Sell
2,876
-245
-8% -$29.9K 0.02% 159
2024
Q1 		$383K Sell
3,121
-57
-2% -$6.92K 0.02% 163
2023
Q4 		$379K Buy
3,178
+870
+38% +$103K 0.02% 164
2023
Q3 		$266K Buy
2,308
+1,408
+156% +$170K 0.01% 173
2023
Q2 		$101K Hold
900
– – 0.01% 254
2023
Q1 		$103K Buy
900
+25
+3% +$2.84K 0.01% 258
2022
Q4 		$101K Hold
875
– – 0.01% 262
2022
Q3 		$98.2K Hold
875
– – 0.01% 252
2022
Q2 		$100K Hold
875
– – 0.01% 258
2022
Q1 		$119K Hold
875
– – 0.01% 235
2021
Q4 		$119K Hold
875
– – 0.01% 246
2021
Q3 		$98.4K Hold
875
– – 0.01% 254
2021
Q2 		$93.9K Hold
875
– – 0.01% 262
2021
Q1 		$85.8K Hold
875
– – 0.01% 276
2020
Q4 		$82K Hold
875
– – 0.01% 279
2020
Q3 		$69.8K Hold
875
– – 0.01% 242
2020
Q2 		$66.3K Hold
875
– – 0.01% 238
2020
Q1 		$55.1K Hold
875
– – 0.01% 248
2019
Q4 		$74.4K Buy
875
+175
+25% +$14.8K 0.01% 265
2019
Q3 		$57K Buy
+700
New +$58.2K 0.01% 261

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

Heritage Wealth Advisors's PAYX Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Paychex (PAYX) stake by 28% in Q1 2026, selling an estimated $75.3K and leaving 1,972 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #211.

Heritage Wealth Advisors first reported a position in PAYX in Q3 2019 and has held it in 27 quarters since. The position peaked at $434K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Heritage Wealth Advisors held 1,972 shares of Paychex worth $182K as of Q1 2026.
  • Heritage Wealth Advisors sold 761 Paychex shares in Q1 2026, an estimated $75.3K.
  • Paychex made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #211 holding.
  • Heritage Wealth Advisors first reported a position in Paychex in Q3 2019 and has held it in 27 quarters since.
  • Heritage Wealth Advisors's Paychex position peaked at $434K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.