IWA
PAYX icon

Icon Wealth Advisors’s Paychex PAYX Stock Holding History

Icon 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 		– Sell
-12,886
Closed -$1.45M – 429
2025
Q4 		$1.45M Sell
12,886
-135
-1% -$15.8K 0.1% 138
2025
Q3 		$1.65M Sell
13,021
-141
-1% -$19.6K 0.11% 133
2025
Q2 		$1.91M Sell
13,162
-188
-1% -$28.3K 0.14% 119
2025
Q1 		$2.06M Buy
13,350
+1,596
+14% +$235K 0.17% 101
2024
Q4 		$1.65M Buy
11,754
+55
+0.5% +$7.81K 0.14% 113
2024
Q3 		$1.57M Sell
11,699
-14
-0.1% -$1.78K 0.13% 112
2024
Q2 		$1.5M Buy
11,713
+1,122
+11% +$137K 0.13% 115
2024
Q1 		$1.3M Sell
10,591
-1,043
-9% -$127K 0.12% 125
2023
Q4 		$1.39M Buy
+11,634
New +$1.38M 0.14% 108
2022
Q4 		$2.55M Buy
22,079
+149
+0.7% +$17.4K 0.29% 81
2022
Q3 		$2.46M Buy
+21,930
New +$2.72M 0.3% 82

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

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

Icon Wealth Advisors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 12,886 shares — an estimated $1.45M sold.

Icon Wealth Advisors first reported a position in PAYX in Q3 2022 and held it in 11 quarters. The position peaked at $2.55M in Q4 2022. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 12,886 Paychex shares in Q1 2026, an estimated $1.45M.
  • Icon Wealth Advisors first reported a position in Paychex in Q3 2022 and held it in 11 quarters.
  • Icon Wealth Advisors's Paychex position peaked at $2.55M in Q4 2022.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.