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Morningstar Investment Management’s Paychex PAYX Stock Holding History

Morningstar Investment 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 		– Sell
-29,283
Closed -$3.29M – 357
2025
Q4 		$3.29M Sell
29,283
-9
-0% -$1.05K 0.19% 118
2025
Q3 		$3.71M Buy
+29,292
New +$4.06M 0.14% 176
2025
Q1 		– Sell
-1,493
Closed -$209K – 178
2024
Q4 		$209K Hold
1,493
– – 0.02% 207
2024
Q3 		$213K Buy
+1,493
New +$190K 0.02% 205

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Morningstar Investment Management's PAYX Position: Q1 2026 in Review

Morningstar Investment Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 29,283 shares — an estimated $3.29M sold.

Morningstar Investment Management first reported a position in PAYX in Q3 2024 and held it in 4 quarters. The position peaked at $3.71M in Q3 2025. 1,508 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Morningstar Investment Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 29,283 Paychex shares in Q1 2026, an estimated $3.29M.
  • Morningstar Investment Management first reported a position in Paychex in Q3 2024 and held it in 4 quarters.
  • Morningstar Investment Management's Paychex position peaked at $3.71M in Q3 2025.
  • 1,508 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

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