Measured Wealth Private Client Group’s Paychex PAYX Stock Holding History

Measured Wealth Private Client Group’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	$158K	Sell	1,604 -70	-4%	-$6.62K	0.04%	220
2026 Q1	$154K	Hold	1,674	–	–	0.04%	209
2025 Q4	$188K	Hold	1,674	–	–	0.05%	195
2025 Q3	$212K	Hold	1,674	–	–	0.06%	172
2025 Q2	$244K	Hold	1,674	–	–	0.07%	159
2025 Q1	$258K	Hold	1,674	–	–	0.08%	146
2024 Q4	$235K	Hold	1,674	–	–	0.08%	158
2024 Q3	$225K	Buy	+1,674	New	+$213K	0.08%	164
2024 Q2	–	Sell	-1,648	Closed	-$202K	–	205
2024 Q1	$202K	Buy	+1,648	New	+$200K	0.07%	182
2022 Q2	–	Sell	-1,768	Closed	-$241K	–	195
2022 Q1	$241K	Hold	1,768	–	–	0.09%	147
2021 Q4	$241K	Buy	+1,768	New	+$219K	0.09%	143
2018 Q4	–	Sell	-153	Closed	-$11K	–	514
2018 Q3	$11K	Buy	+153	New	+$11K	0.01%	606

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Measured Wealth Private Client Group's PAYX Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Paychex (PAYX) stake by 4.2% in Q2 2026, selling an estimated $6.62K and leaving 1,604 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #220.

Measured Wealth Private Client Group first reported a position in PAYX in Q3 2018 and has held it in 12 quarters since. The position peaked at $258K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Measured Wealth Private Client Group held 1,604 shares of Paychex worth $158K as of Q2 2026.
Measured Wealth Private Client Group sold 70 Paychex shares in Q2 2026, an estimated $6.62K.
Paychex made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #220 holding.
Measured Wealth Private Client Group first reported a position in Paychex in Q3 2018 and has held it in 12 quarters since.
Measured Wealth Private Client Group's Paychex position peaked at $258K in Q1 2025.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.