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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
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 $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

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

Modern Wealth Management increased its Paychex (PAYX) stake by 5.9% in Q1 2026, buying an estimated $83.5K and bringing the position to 15,126 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #359.

Modern Wealth Management first reported a position in PAYX in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Modern Wealth Management held 15,126 shares of Paychex worth $1.38M as of Q1 2026.
  • Modern Wealth Management bought 844 Paychex shares in Q1 2026, an estimated $83.5K.
  • Paychex made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #359 holding.
  • Modern Wealth Management first reported a position in Paychex in Q1 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's Paychex position peaked at $2.13M in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.