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Modera Wealth Management’s Paychex PAYX Stock Holding History

Modera 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
Q1 		$513K Sell
5,572
-270
-5% -$26.7K 0.01% 431
2025
Q4 		$655K Buy
5,842
+86
+1% +$10.1K 0.01% 405
2025
Q3 		$730K Buy
5,756
+8
+0.1% +$1.11K 0.01% 389
2025
Q2 		$836K Hold
5,748
– – 0.01% 357
2025
Q1 		$887K Sell
5,748
-855
-13% -$126K 0.01% 339
2024
Q4 		$926K Buy
6,603
+379
+6% +$53.8K 0.01% 339
2024
Q3 		$835K Sell
6,224
-143
-2% -$18.2K 0.01% 337
2024
Q2 		$755K Sell
6,367
-3
-0% -$367 0.01% 332
2024
Q1 		$782K Buy
6,370
+1,465
+30% +$178K 0.01% 330
2023
Q4 		$584K Buy
4,905
+77
+2% +$9.12K 0.01% 352
2023
Q3 		$557K Sell
4,828
-464
-9% -$55.9K 0.01% 345
2023
Q2 		$592K Buy
+5,292
New +$579K 0.01% 355
2022
Q1 		– Sell
-2,800
Closed -$382K – 526
2021
Q4 		$382K Buy
+2,800
New +$346K 0.01% 337

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

Modera Wealth Management's PAYX Position: Q1 2026 in Review

Modera Wealth Management reduced its Paychex (PAYX) stake by 4.6% in Q1 2026, selling an estimated $26.7K and leaving 5,572 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #431.

Modera Wealth Management first reported a position in PAYX in Q4 2021 and has held it in 13 quarters since. The position peaked at $926K in Q4 2024. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Modera Wealth Management held 5,572 shares of Paychex worth $513K as of Q1 2026.
  • Modera Wealth Management sold 270 Paychex shares in Q1 2026, an estimated $26.7K.
  • Paychex made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #431 holding.
  • Modera Wealth Management first reported a position in Paychex in Q4 2021 and has held it in 13 quarters since.
  • Modera Wealth Management's Paychex position peaked at $926K in Q4 2024.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.