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Moneta Group Investment Advisors’s Paychex PAYX Stock Holding History

Moneta Group Investment Advisors’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 		$336K Sell
3,647
-152
-4% -$15K ﹤0.01% 597
2025
Q4 		$426K Sell
3,799
-2,111
-36% -$247K ﹤0.01% 546
2025
Q3 		$749K Buy
5,910
+166
+3% +$23K 0.01% 407
2025
Q2 		$835K Buy
5,744
+216
+4% +$32.5K 0.01% 335
2025
Q1 		$853K Buy
5,528
+67
+1% +$9.85K 0.01% 309
2024
Q4 		$766K Sell
5,461
-526
-9% -$74.7K 0.01% 320
2024
Q3 		$803K Sell
5,987
-31
-0.5% -$3.94K 0.01% 310
2024
Q2 		$714K Sell
6,018
-206
-3% -$25.2K 0.01% 322
2024
Q1 		$764K Buy
6,224
+292
+5% +$35.4K 0.01% 300
2023
Q4 		$707K Buy
5,932
+503
+9% +$59.6K 0.01% 282
2023
Q3 		$626K Buy
5,429
+397
+8% +$47.8K 0.01% 278
2023
Q2 		$563K Buy
5,032
+215
+4% +$23.5K 0.01% 300
2023
Q1 		$552K Buy
4,817
+72
+2% +$8.19K 0.01% 302
2022
Q4 		$550K Buy
4,745
+334
+8% +$39.1K 0.02% 280
2022
Q3 		$495K Sell
4,411
-2,281
-34% -$283K 0.02% 277
2022
Q2 		$762K Buy
6,692
+1,475
+28% +$185K 0.03% 241
2022
Q1 		$712K Buy
5,217
+1,451
+39% +$178K 0.03% 247
2021
Q4 		$514K Buy
3,766
+289
+8% +$35.7K 0.02% 292
2021
Q3 		$391K Buy
+3,477
New +$391K 0.02% 321
2020
Q3 		– Sell
-2,812
Closed -$213K – 287
2020
Q2 		$213K Buy
+2,812
New +$195K 0.02% 236
2020
Q1 		– Sell
-423
Closed -$36K – 274
2019
Q4 		$36K Hold
423
– – ﹤0.01% 263
2019
Q3 		$35K Buy
+423
New +$35.2K ﹤0.01% 264
2018
Q2 		– Sell
-91
Closed -$6K – 570
2018
Q1 		$6K Buy
91
+86
+1,720% +$5.68K ﹤0.01% 504
2017
Q4 		$0 Buy
+5
New +$328 ﹤0.01% 531

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

Moneta Group Investment Advisors's PAYX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Paychex (PAYX) stake by 4% in Q1 2026, selling an estimated $15K and leaving 3,647 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Moneta Group Investment Advisors first reported a position in PAYX in Q4 2017 and has held it in 24 quarters since. The position peaked at $853K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Moneta Group Investment Advisors held 3,647 shares of Paychex worth $336K as of Q1 2026.
  • Moneta Group Investment Advisors sold 152 Paychex shares in Q1 2026, an estimated $15K.
  • Paychex made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #597 holding.
  • Moneta Group Investment Advisors first reported a position in Paychex in Q4 2017 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Paychex position peaked at $853K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.