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Integrated Wealth Concepts’s Paychex PAYX Stock Holding History

Integrated Wealth Concepts’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 		$1.51M Buy
16,396
+8,790
+116% +$870K 0.01% 891
2025
Q4 		$853K Sell
7,606
-8,534
-53% -$999K 0.01% 844
2025
Q3 		$2.05M Buy
16,140
+3,021
+23% +$419K 0.02% 663
2025
Q2 		$1.91M Buy
13,119
+4,422
+51% +$666K 0.02% 633
2025
Q1 		$1.34M Sell
8,697
-4,757
-35% -$700K 0.02% 701
2024
Q4 		$1.89M Buy
13,454
+27
+0.2% +$3.83K 0.02% 581
2024
Q3 		$1.8M Buy
13,427
+703
+6% +$89.3K 0.02% 577
2024
Q2 		$1.51M Sell
12,724
-48
-0.4% -$5.87K 0.02% 602
2024
Q1 		$1.57M Buy
12,772
+2,058
+19% +$250K 0.02% 590
2023
Q4 		$1.28M Sell
10,714
-311
-3% -$36.8K 0.02% 630
2023
Q3 		$1.27M Buy
11,025
+1,388
+14% +$167K 0.02% 596
2023
Q2 		$1.08M Sell
9,637
-440
-4% -$48.1K 0.02% 649
2023
Q1 		$1.16M Buy
10,077
+5,401
+116% +$614K 0.02% 559
2022
Q4 		$540K Buy
4,676
+266
+6% +$31.1K 0.01% 641
2022
Q3 		$495K Buy
+4,410
New +$547K 0.02% 596
2022
Q2 		– Sell
-2,557
Closed -$349K – 1052
2022
Q1 		$349K Sell
2,557
-3,172
-55% -$389K 0.01% 694
2021
Q4 		$782K Buy
5,729
+133
+2% +$16.4K 0.02% 493
2021
Q3 		$629K Buy
5,596
+214
+4% +$24K 0.02% 521
2021
Q2 		$577K Buy
5,382
+1,013
+23% +$102K 0.02% 505
2021
Q1 		$428K Buy
4,369
+1,920
+78% +$177K 0.02% 510
2020
Q4 		$228K Buy
+2,449
New +$217K 0.01% 572

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

Integrated Wealth Concepts's PAYX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Paychex (PAYX) stake by 116% in Q1 2026, buying an estimated $870K and bringing the position to 16,396 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #891.

Integrated Wealth Concepts first reported a position in PAYX in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.05M in Q3 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Integrated Wealth Concepts held 16,396 shares of Paychex worth $1.51M as of Q1 2026.
  • Integrated Wealth Concepts bought 8,790 Paychex shares in Q1 2026, an estimated $870K.
  • Paychex made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #891 holding.
  • Integrated Wealth Concepts first reported a position in Paychex in Q4 2020 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Paychex position peaked at $2.05M in Q3 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.