IWA
PAYX icon

IVC Wealth Advisors’s Paychex PAYX Stock Holding History

IVC 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
Q2 		$212K Sell
2,152
-1,693
-44% -$160K 0.08% 168
2026
Q1 		$354K Sell
3,845
-3,304
-46% -$327K 0.15% 115
2025
Q4 		$802K Sell
7,149
-1,641
-19% -$192K 0.35% 54
2025
Q3 		$1.11M Sell
8,790
-1,213
-12% -$168K 0.5% 38
2025
Q2 		$1.46M Sell
10,003
-838
-8% -$126K 0.71% 30
2025
Q1 		$1.67M Sell
10,841
-966
-8% -$142K 0.9% 23
2024
Q4 		$1.66M Sell
11,807
-241
-2% -$34.2K 0.93% 22
2024
Q3 		$1.62M Sell
12,048
-1,879
-13% -$239K 0.88% 25
2024
Q2 		$1.65M Buy
13,927
+727
+6% +$88.8K 0.92% 21
2024
Q1 		$1.62M Sell
13,200
-41
-0.3% -$4.98K 0.94% 23
2023
Q4 		$1.58M Buy
13,241
+576
+5% +$68.2K 0.98% 20
2023
Q3 		$1.46M Buy
12,665
+75
+0.6% +$9.04K 0.98% 22
2023
Q2 		$1.41M Sell
12,590
-179
-1% -$19.6K 0.89% 24
2023
Q1 		$1.46M Sell
12,769
-274
-2% -$31.2K 1.04% 21
2022
Q4 		$1.51M Buy
13,043
+32
+0.2% +$3.75K 1.11% 20
2022
Q3 		$1.46M Buy
13,011
+100
+0.8% +$12.4K 1.18% 17
2022
Q2 		$1.47M Sell
12,911
-81
-0.6% -$10.2K 1.14% 17
2022
Q1 		$1.77M Buy
12,992
+407
+3% +$50K 1.17% 15
2021
Q4 		$1.72M Sell
12,585
-1,157
-8% -$143K 1.11% 17
2021
Q3 		$1.54M Sell
13,742
-649
-5% -$72.9K 1.06% 21
2021
Q2 		$1.54M Buy
14,391
+87
+0.6% +$8.75K 1.09% 19
2021
Q1 		$1.4M Buy
14,304
+14
+0.1% +$1.29K 1.1% 19
2020
Q4 		$1.33M Buy
+14,290
New +$1.27M 1.27% 15

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IVC Wealth Advisors's PAYX Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Paychex (PAYX) stake by 44% in Q2 2026, selling an estimated $160K and leaving 2,152 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #168.

IVC Wealth Advisors first reported a position in PAYX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q1 2022. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • IVC Wealth Advisors held 2,152 shares of Paychex worth $212K as of Q2 2026.
  • IVC Wealth Advisors sold 1,693 Paychex shares in Q2 2026, an estimated $160K.
  • Paychex made up 0.08% of IVC Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • IVC Wealth Advisors first reported a position in Paychex in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Paychex position peaked at $1.77M in Q1 2022.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.