Independent Advisor Alliance’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $534K | Sell |
5,795
-799
| -12% | -$79.1K | 0.01% | 1089 |
|
|
2025
Q4 | $740K | Sell |
6,594
-1,592
| -19% | -$186K | 0.02% | 547 |
|
|
2025
Q3 | $1.04M | Sell |
8,186
-188
| -2% | -$26.1K | 0.03% | 437 |
|
|
2025
Q2 | $1.22M | Sell |
8,374
-1,413
| -14% | -$213K | 0.04% | 371 |
|
|
2025
Q1 | $1.51M | Sell |
9,787
-55
| -0.6% | -$8.09K | 0.05% | 295 |
|
|
2024
Q4 | $1.38M | Buy |
9,842
+1,222
| +14% | +$174K | 0.02% | 627 |
|
|
2024
Q3 | $1.16M | Sell |
8,620
-126
| -1% | -$16K | 0.04% | 304 |
|
|
2024
Q2 | $1.04M | Buy |
8,746
+845
| +11% | +$103K | 0.04% | 322 |
|
|
2024
Q1 | $970K | Buy |
7,901
+18
| +0.2% | +$2.19K | 0.04% | 328 |
|
|
2023
Q4 | $939K | Sell |
7,883
-638
| -7% | -$75.6K | 0.03% | 319 |
|
|
2023
Q3 | $983K | Sell |
8,521
-963
| -10% | -$116K | 0.04% | 294 |
|
|
2023
Q2 | $1.06M | Sell |
9,484
-762
| -7% | -$83.3K | 0.05% | 296 |
|
|
2023
Q1 | $1.17M | Sell |
10,246
-412
| -4% | -$46.9K | 0.06% | 271 |
|
|
2022
Q4 | $1.23K | Sell |
10,658
-794
| -7% | -$92.9K | ﹤0.01% | 288 |
|
|
2022
Q3 | $1.28M | Sell |
11,452
-116
| -1% | -$14.4K | 0.07% | 228 |
|
|
2022
Q2 | $1.32M | Sell |
11,568
-5,129
| -31% | -$644K | 0.07% | 220 |
|
|
2022
Q1 | $2.28M | Buy |
16,697
+5,331
| +47% | +$654K | 0.11% | 164 |
|
|
2021
Q4 | $1.55M | Sell |
11,366
-473
| -4% | -$58.5K | 0.08% | 202 |
|
|
2021
Q3 | $1.33M | Buy |
11,839
+1,709
| +17% | +$192K | 0.07% | 220 |
|
|
2021
Q2 | $1.09M | Buy |
10,130
+1,238
| +14% | +$124K | 0.06% | 268 |
|
|
2021
Q1 | $872K | Buy |
8,892
+49
| +0.6% | +$4.51K | 0.05% | 277 |
|
|
2020
Q4 | $824K | Buy |
8,843
+406
| +5% | +$36K | 0.06% | 248 |
|
|
2020
Q3 | $673K | Sell |
8,437
-888
| -10% | -$66.7K | 0.05% | 239 |
|
|
2020
Q2 | $706K | Sell |
9,325
-1,505
| -14% | -$104K | 0.08% | 208 |
|
|
2020
Q1 | $681K | Sell |
10,830
-292
| -3% | -$23.3K | 0.1% | 170 |
|
|
2019
Q4 | $946K | Buy |
11,122
+3,732
| +51% | +$315K | 0.04% | 380 |
|
|
2019
Q3 | $612K | Buy |
7,390
+2,020
| +38% | +$168K | 0.07% | 221 |
|
|
2019
Q2 | $442K | Buy |
5,370
+914
| +21% | +$77.1K | 0.06% | 235 |
|
|
2019
Q1 | $357K | Sell |
4,456
-54
| -1% | -$3.98K | 0.05% | 280 |
|
|
2018
Q4 | $294K | Buy |
4,510
+1,144
| +34% | +$77.5K | 0.05% | 295 |
|
|
2018
Q3 | $242K | Buy |
3,366
+26
| +0.8% | +$1.87K | 0.04% | 304 |
|
|
2018
Q2 | $223K | Sell |
3,340
-21
| -0.6% | -$1.35K | 0.05% | 295 |
|
|
2018
Q1 | $203K | Buy |
3,361
+257
| +8% | +$17K | 0.05% | 314 |
|
|
2017
Q4 | $212K | Buy |
+3,104
| New | +$204K | 0.05% | 291 |
|
Other funds holding PAYX
VCM
VPM
Independent Advisor Alliance's PAYX Position: Q1 2026 in Review
Independent Advisor Alliance reduced its Paychex (PAYX) stake by 12% in Q1 2026, selling an estimated $79.1K and leaving 5,795 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #1089.
Independent Advisor Alliance first reported a position in PAYX in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.28M in Q1 2022. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.
- Independent Advisor Alliance held 5,795 shares of Paychex worth $534K as of Q1 2026.
- Independent Advisor Alliance sold 799 Paychex shares in Q1 2026, an estimated $79.1K.
- Paychex made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1089 holding.
- Independent Advisor Alliance first reported a position in Paychex in Q4 2017 and has held it in 34 quarters since.
- Independent Advisor Alliance's Paychex position peaked at $2.28M in Q1 2022.
- 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.