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 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 $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Measured Wealth Private Client Group's PAYX Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Paychex (PAYX) position steady in Q1 2026 at 1,674 shares worth $154K. The position accounts for 0.04% of the portfolio, ranked #209.

Measured Wealth Private Client Group first reported a position in PAYX in Q3 2018 and has held it in 11 quarters since. The position peaked at $258K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Measured Wealth Private Client Group held 1,674 shares of Paychex worth $154K as of Q1 2026.
Measured Wealth Private Client Group left its Paychex share count unchanged in Q1 2026.
Paychex made up 0.04% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #209 holding.
Measured Wealth Private Client Group first reported a position in Paychex in Q3 2018 and has held it in 11 quarters since.
Measured Wealth Private Client Group's Paychex position peaked at $258K in Q1 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.