HIW
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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
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

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

Holos Integrated Wealth's PAYX Position: Q2 2026 in Review

Holos Integrated Wealth held its Paychex (PAYX) position steady in Q2 2026 at 1,503 shares worth $163K. The position accounts for 0.08% of the portfolio, ranked #96.

Holos Integrated Wealth first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q1 2025. 445 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Holos Integrated Wealth held 1,503 shares of Paychex worth $163K as of Q2 2026.
  • Holos Integrated Wealth left its Paychex share count unchanged in Q2 2026.
  • Paychex made up 0.08% of Holos Integrated Wealth's portfolio in Q2 2026, its #96 holding.
  • Holos Integrated Wealth first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Paychex position peaked at $263K in Q1 2025.
  • 445 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.