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Klingman & Associates’s Paychex PAYX Stock Holding History

Klingman & Associates’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 		– Sell
-1,797
Closed -$202K – 343
2025
Q4 		$202K Sell
1,797
-334
-16% -$39.1K 0.01% 320
2025
Q3 		$270K Buy
2,131
+62
+3% +$8.6K 0.01% 274
2025
Q2 		$301K Buy
+2,069
New +$311K 0.02% 242

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

Klingman & Associates's PAYX Position: Q1 2026 in Review

Klingman & Associates sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,797 shares — an estimated $202K sold.

Klingman & Associates first reported a position in PAYX in Q2 2025 and held it in 3 quarters. The position peaked at $301K in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Klingman & Associates reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Klingman & Associates sold 1,797 Paychex shares in Q1 2026, an estimated $202K.
  • Klingman & Associates first reported a position in Paychex in Q2 2025 and held it in 3 quarters.
  • Klingman & Associates's Paychex position peaked at $301K in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.