Holos Integrated Wealth
PAYX icon

Holos Integrated Wealth’s Paychex PAYX Stock Holding History

Holos Integrated Wealth’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 		$166K Hold
1,503
– – 0.07% 95
2026
Q2 		$163K Hold
1,503
– – 0.08% 96
2026
Q1 		$138K Hold
1,503
– – 0.07% 101
2025
Q4 		$163K Hold
1,503
– – 0.09% 75
2025
Q3 		$189K Hold
1,503
– – 0.11% 67
2025
Q2 		$212K Sell
1,503
-204
-12% -$30.7K 0.13% 61
2025
Q1 		$263K Hold
1,707
– – 0.17% 53
2024
Q4 		$239K Buy
+1,707
New +$242K 0.16% 48

Other funds holding PAYX

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parthenon LLC
Parthenon LLC Louisville, Kentucky $967M AUM 23.48% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Holos Integrated Wealth's PAYX Position: Q3 2026 in Review

Holos Integrated Wealth held its Paychex (PAYX) position steady in Q3 2026 at 1,503 shares worth $166K. The position accounts for 0.07% of the portfolio, ranked #95.

Holos Integrated Wealth first reported a position in PAYX in Q4 2024 and has held it in 8 quarters since. The position peaked at $263K in Q1 2025. 432 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Holos Integrated Wealth held 1,503 shares of Paychex worth $166K as of Q3 2026.
  • Holos Integrated Wealth left its Paychex share count unchanged in Q3 2026.
  • Paychex made up 0.07% of Holos Integrated Wealth's portfolio in Q3 2026, its #95 holding.
  • Holos Integrated Wealth first reported a position in Paychex in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Paychex position peaked at $263K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.