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Hurlow Wealth Management Group’s Paychex PAYX Stock Holding History

Hurlow Wealth Management Group’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 		$334K Sell
3,401
-39
-1% -$3.69K 0.07% 97
2026
Q1 		$317K Sell
3,440
-1
-0% -$99 0.08% 89
2025
Q4 		$386K Sell
3,441
-342
-9% -$40K 0.09% 70
2025
Q3 		$480K Sell
3,783
-676
-15% -$93.8K 0.12% 60
2025
Q2 		$649K Hold
4,459
– – 0.18% 50
2025
Q1 		$688K Hold
4,459
– – 0.22% 44
2024
Q4 		$625K Buy
4,459
+1
+0% +$142 0.2% 51
2024
Q3 		$598K Hold
4,458
– – 0.19% 55
2024
Q2 		$529K Sell
4,458
-709
-14% -$86.6K 0.18% 59
2024
Q1 		$635K Hold
5,167
– – 0.22% 49
2023
Q4 		$615K Sell
5,167
-86
-2% -$10.2K 0.23% 45
2023
Q3 		$606K Buy
5,253
+4
+0.1% +$482 0.26% 45
2023
Q2 		$587K Sell
5,249
-378
-7% -$41.3K 0.25% 47
2023
Q1 		$645K Sell
5,627
-1
-0% -$114 0.3% 43
2022
Q4 		$650K Sell
5,628
-669
-11% -$78.3K 0.34% 42
2022
Q3 		$707K Sell
6,297
-90
-1% -$11.2K 0.41% 38
2022
Q2 		$727K Hold
6,387
– – 0.42% 35
2022
Q1 		$872K Hold
6,387
– – 0.53% 31
2021
Q4 		$558K Hold
6,387
– – 0.44% 39
2021
Q3 		$718K Hold
6,387
– – 0.43% 33
2021
Q2 		$685K Hold
6,387
– – 0.45% 35
2021
Q1 		$626K Hold
6,387
– – 0.45% 38
2020
Q4 		$595K Hold
6,387
– – 0.47% 37
2020
Q3 		$509K Hold
6,387
– – 0.47% 39
2020
Q2 		$458K Sell
6,387
-13
-0.2% -$901 0.44% 38
2020
Q1 		$415K Hold
6,400
– – 0.44% 44
2019
Q4 		$560K Sell
6,400
-12
-0.2% -$1.01K 0.55% 37
2019
Q3 		$543K Sell
6,412
-170
-3% -$14.1K 0.58% 39
2019
Q2 		$564K Hold
6,582
– – 0.59% 37
2019
Q1 		$555K Sell
6,582
-59
-0.9% -$4.35K 0.6% 37
2018
Q4 		$465K Buy
+6,641
New +$450K 0.56% 37

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Hurlow Wealth Management Group's PAYX Position: Q2 2026 in Review

Hurlow Wealth Management Group reduced its Paychex (PAYX) stake by 1.1% in Q2 2026, selling an estimated $3.69K and leaving 3,401 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #97.

Hurlow Wealth Management Group first reported a position in PAYX in Q4 2018 and has held it in 31 quarters since. The position peaked at $872K in Q1 2022. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Hurlow Wealth Management Group held 3,401 shares of Paychex worth $334K as of Q2 2026.
  • Hurlow Wealth Management Group sold 39 Paychex shares in Q2 2026, an estimated $3.69K.
  • Paychex made up 0.07% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #97 holding.
  • Hurlow Wealth Management Group first reported a position in Paychex in Q4 2018 and has held it in 31 quarters since.
  • Hurlow Wealth Management Group's Paychex position peaked at $872K in Q1 2022.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.