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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
Q2 		$22.3K Buy
227
+2
+0.9% +$189 0.01% 619
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Medallion Wealth Advisors's PAYX Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Paychex (PAYX) stake by 0.89% in Q2 2026, buying an estimated $189 and bringing the position to 227 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #619.

Medallion Wealth Advisors first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.8K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Medallion Wealth Advisors held 227 shares of Paychex worth $22.3K as of Q2 2026.
  • Medallion Wealth Advisors bought 2 Paychex shares in Q2 2026, an estimated $189.
  • Paychex made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #619 holding.
  • Medallion Wealth Advisors first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Paychex position peaked at $34.8K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.