MWA
PAYX icon

Medallion Wealth Advisors’s Paychex PAYX Stock Holding History

Medallion 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
Q1 		$20.7K Hold
225
– – 0.01% 648
2025
Q4 		$25.2K Hold
225
– – 0.01% 598
2025
Q3 		$28.5K Hold
225
– – 0.01% 570
2025
Q2 		$33.2K Hold
225
– – 0.01% 539
2025
Q1 		$34.8K Hold
225
– – 0.02% 485
2024
Q4 		$31.6K Buy
+225
New +$32K 0.02% 482

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

Medallion Wealth Advisors's PAYX Position: Q1 2026 in Review

Medallion Wealth Advisors held its Paychex (PAYX) position steady in Q1 2026 at 225 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #648.

Medallion Wealth Advisors first reported a position in PAYX in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.8K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Medallion Wealth Advisors held 225 shares of Paychex worth $20.7K as of Q1 2026.
  • Medallion Wealth Advisors left its Paychex share count unchanged in Q1 2026.
  • Paychex made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #648 holding.
  • Medallion Wealth Advisors first reported a position in Paychex in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Paychex position peaked at $34.8K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.