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MOKAN Wealth Management’s Paychex PAYX Stock Holding History

MOKAN 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 		$730K Sell
7,918
-4,328
-35% -$428K 0.32% 54
2025
Q4 		$1.37M Buy
12,246
+2,132
+21% +$250K 0.61% 43
2025
Q3 		$1.28M Buy
10,114
+1,185
+13% +$164K 0.64% 42
2025
Q2 		$1.3M Buy
8,929
+604
+7% +$90.9K 0.73% 44
2025
Q1 		$1.28M Buy
8,325
+60
+0.7% +$8.82K 0.77% 40
2024
Q4 		$1.16M Buy
+8,265
New +$1.17M 0.74% 39

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

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

MOKAN Wealth Management reduced its Paychex (PAYX) stake by 35% in Q1 2026, selling an estimated $428K and leaving 7,918 shares worth $730K. The position accounts for 0.32% of the portfolio, ranked #54.

MOKAN Wealth Management first reported a position in PAYX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • MOKAN Wealth Management held 7,918 shares of Paychex worth $730K as of Q1 2026.
  • MOKAN Wealth Management sold 4,328 Paychex shares in Q1 2026, an estimated $428K.
  • Paychex made up 0.32% of MOKAN Wealth Management's portfolio in Q1 2026, its #54 holding.
  • MOKAN Wealth Management first reported a position in Paychex in Q4 2024 and has held it in 6 quarters since.
  • MOKAN Wealth Management's Paychex position peaked at $1.37M in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on MOKAN Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.