MWM
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Mission Wealth Management’s Paychex PAYX Stock Holding History

Mission Wealth Management’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 		$706K Buy
7,185
+3,430
+91% +$325K 0.01% 575
2026
Q1 		$346K Buy
3,755
+369
+11% +$36.5K 0.01% 579
2025
Q4 		$380K Sell
3,386
-491
-13% -$57.5K 0.01% 554
2025
Q3 		$491K Sell
3,877
-367
-9% -$50.9K 0.01% 490
2025
Q2 		$617K Buy
4,244
+78
+2% +$11.7K 0.01% 425
2025
Q1 		$643K Buy
4,166
+163
+4% +$24K 0.02% 401
2024
Q4 		$561K Sell
4,003
-69
-2% -$9.8K 0.01% 404
2024
Q3 		$546K Buy
4,072
+211
+5% +$26.8K 0.01% 416
2024
Q2 		$458K Buy
3,861
+294
+8% +$35.9K 0.01% 431
2024
Q1 		$438K Sell
3,567
-120
-3% -$14.6K 0.01% 469
2023
Q4 		$439K Buy
3,687
+63
+2% +$7.46K 0.01% 400
2023
Q3 		$418K Sell
3,624
-337
-9% -$40.6K 0.02% 378
2023
Q2 		$443K Buy
3,961
+37
+0.9% +$4.05K 0.02% 366
2023
Q1 		$450K Buy
3,924
+26
+0.7% +$2.96K 0.02% 361
2022
Q4 		$450K Sell
3,898
-393
-9% -$46K 0.02% 341
2022
Q3 		$482K Buy
4,291
+110
+3% +$13.6K 0.03% 297
2022
Q2 		$476K Buy
4,181
+22
+0.5% +$2.76K 0.03% 305
2022
Q1 		$567K Buy
4,159
+3
+0.1% +$368 0.03% 287
2021
Q4 		$567K Sell
4,156
-11
-0.3% -$1.36K 0.03% 287
2021
Q3 		$469K Buy
4,167
+198
+5% +$22.2K 0.02% 304
2021
Q2 		$426K Buy
3,969
+142
+4% +$14.3K 0.02% 319
2021
Q1 		$375K Buy
3,827
+30
+0.8% +$2.76K 0.02% 318
2020
Q4 		$354K Buy
+3,797
New +$337K 0.02% 313

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mission Wealth Management's PAYX Position: Q2 2026 in Review

Mission Wealth Management increased its Paychex (PAYX) stake by 91% in Q2 2026, buying an estimated $325K and bringing the position to 7,185 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #575.

Mission Wealth Management first reported a position in PAYX in Q4 2020 and has held it in 23 quarters since. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Mission Wealth Management held 7,185 shares of Paychex worth $706K as of Q2 2026.
  • Mission Wealth Management bought 3,430 Paychex shares in Q2 2026, an estimated $325K.
  • Paychex made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #575 holding.
  • Mission Wealth Management first reported a position in Paychex in Q4 2020 and has held it in 23 quarters since.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.