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Milestones Private Investment Advisors’s Paychex PAYX Stock Holding History

Milestones Private Investment 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 		– Sell
-8,170
Closed -$917K – 102
2025
Q4 		$917K Sell
8,170
-2
-0% -$234 0.63% 46
2025
Q3 		$1.04M Sell
8,172
-559
-6% -$77.5K 0.71% 42
2025
Q2 		$1.27M Buy
+8,731
New +$1.31M 0.94% 35

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

Milestones Private Investment Advisors's PAYX Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 8,170 shares — an estimated $917K sold.

Milestones Private Investment Advisors first reported a position in PAYX in Q2 2025 and held it in 3 quarters. The position peaked at $1.27M in Q2 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 8,170 Paychex shares in Q1 2026, an estimated $917K.
  • Milestones Private Investment Advisors first reported a position in Paychex in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Paychex position peaked at $1.27M in Q2 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.