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Keudell/Morrison Wealth Management’s Paychex PAYX Stock Holding History

Keudell/Morrison Wealth Management’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 		$400K Hold
4,067
– – 0.08% 165
2026
Q1 		$375K Buy
4,067
+2,083
+105% +$206K 0.08% 160
2025
Q4 		$223K Buy
+1,984
New +$232K 0.05% 214
2025
Q1 		– Sell
-1,437
Closed -$201K – 231
2024
Q4 		$201K Buy
+1,437
New +$204K 0.05% 214

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

Keudell/Morrison Wealth Management's PAYX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Paychex (PAYX) position steady in Q2 2026 at 4,067 shares worth $400K. The position accounts for 0.08% of the portfolio, ranked #165.

Keudell/Morrison Wealth Management first reported a position in PAYX in Q4 2024 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,067 shares of Paychex worth $400K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Paychex share count unchanged in Q2 2026.
  • Paychex made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Keudell/Morrison Wealth Management first reported a position in Paychex in Q4 2024 and has held it in 4 quarters since.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.