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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
Q2 		$466K Sell
4,736
-836
-15% -$79.1K 0.01% 473
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 $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 $3.38T AUM 44.17% 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

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

Modera Wealth Management reduced its Paychex (PAYX) stake by 15% in Q2 2026, selling an estimated $79.1K and leaving 4,736 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #473.

Modera Wealth Management first reported a position in PAYX in Q4 2021 and has held it in 14 quarters since. The position peaked at $926K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Modera Wealth Management held 4,736 shares of Paychex worth $466K as of Q2 2026.
  • Modera Wealth Management sold 836 Paychex shares in Q2 2026, an estimated $79.1K.
  • Paychex made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #473 holding.
  • Modera Wealth Management first reported a position in Paychex in Q4 2021 and has held it in 14 quarters since.
  • Modera Wealth Management's Paychex position peaked at $926K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.