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Impact Partnership Wealth’s Paychex PAYX Stock Holding History

Impact Partnership 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
Q1 		$332K Sell
3,602
-296
-8% -$29.3K 0.04% 258
2025
Q4 		$437K Buy
3,898
+214
+6% +$25K 0.06% 221
2025
Q3 		$467K Buy
+3,684
New +$511K 0.07% 169
2024
Q4 		– Sell
-5,265
Closed -$706K – 320
2024
Q3 		$706K Buy
5,265
+190
+4% +$24.1K 0.16% 76
2024
Q2 		$602K Buy
+5,075
New +$620K 0.16% 85

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

Impact Partnership Wealth's PAYX Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Paychex (PAYX) stake by 7.6% in Q1 2026, selling an estimated $29.3K and leaving 3,602 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #258.

Impact Partnership Wealth first reported a position in PAYX in Q2 2024 and has held it in 5 quarters since. The position peaked at $706K in Q3 2024. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Impact Partnership Wealth held 3,602 shares of Paychex worth $332K as of Q1 2026.
  • Impact Partnership Wealth sold 296 Paychex shares in Q1 2026, an estimated $29.3K.
  • Paychex made up 0.04% of Impact Partnership Wealth's portfolio in Q1 2026, its #258 holding.
  • Impact Partnership Wealth first reported a position in Paychex in Q2 2024 and has held it in 5 quarters since.
  • Impact Partnership Wealth's Paychex position peaked at $706K in Q3 2024.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.