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Modern Wealth Management’s Paychex PAYX Stock Holding History

Modern 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 		$2.02M Buy
20,564
+5,438
+36% +$515K 0.02% 392
2026
Q1 		$1.38M Buy
15,126
+844
+6% +$83.5K 0.02% 359
2025
Q4 		$1.6M Buy
14,282
+1,025
+8% +$120K 0.03% 334
2025
Q3 		$1.68M Sell
13,257
-835
-6% -$116K 0.03% 309
2025
Q2 		$2.05M Buy
14,092
+278
+2% +$41.9K 0.05% 262
2025
Q1 		$2.13M Buy
13,814
+3,079
+29% +$453K 0.07% 200
2024
Q4 		$1.51M Sell
10,735
-525
-5% -$74.6K 0.06% 213
2024
Q3 		$1.51M Sell
11,260
-63
-0.6% -$8K 0.09% 134
2024
Q2 		$1.34M Buy
11,323
+1,552
+16% +$190K 0.1% 120
2024
Q1 		$1.2M Buy
+9,771
New +$1.19M 0.11% 102

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

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

Modern Wealth Management increased its Paychex (PAYX) stake by 36% in Q2 2026, buying an estimated $515K and bringing the position to 20,564 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #392.

Modern Wealth Management first reported a position in PAYX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.13M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Modern Wealth Management held 20,564 shares of Paychex worth $2.02M as of Q2 2026.
  • Modern Wealth Management bought 5,438 Paychex shares in Q2 2026, an estimated $515K.
  • Paychex made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #392 holding.
  • Modern Wealth Management first reported a position in Paychex in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Paychex position peaked at $2.13M in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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