Mount Yale Investment Advisors’s Paychex PAYX Stock Holding History

Mount Yale 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	$360K	Buy	+3,910	New	+$387K	0.01%	821
2025 Q4	–	Sell	-1,845	Closed	-$234K	–	782
2025 Q3	$234K	Buy	1,845 +1,099	+147%	+$152K	0.02%	588
2025 Q2	$109K	Buy	+746	New	+$112K	0.01%	640
2022 Q2	–	Sell	-5,041	Closed	-$688K	–	486
2022 Q1	$688K	Buy	+5,041	New	+$619K	0.07%	256
2020 Q2	–	Sell	-6,266	Closed	-$394K	–	355
2020 Q1	$394K	Buy	6,266 +1,555	+33%	+$124K	0.09%	215
2019 Q4	$404K	Buy	4,711 +439	+10%	+$37K	0.07%	245
2019 Q3	$355K	Buy	4,272 +432	+11%	+$35.9K	0.06%	247
2019 Q2	$316K	Buy	3,840 +28	+0.7%	+$2.36K	0.06%	256
2019 Q1	$306K	Sell	3,812 -104	-3%	-$7.67K	0.06%	253
2018 Q4	$290K	Sell	3,916 -129	-3%	-$8.74K	0.06%	261
2018 Q3	$277K	Buy	+4,045	New	+$291K	0.05%	267

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's PAYX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Paychex (PAYX) in Q1 2026: 3,910 shares worth $360K. The stake represents 0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PAYX as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in PAYX in Q3 2018 and has held it in 11 quarters since. The position peaked at $688K in Q1 2022. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Mount Yale Investment Advisors held 3,910 shares of Paychex worth $360K as of Q1 2026.
Paychex was a new Mount Yale Investment Advisors position in Q1 2026.
Paychex made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #821 holding.
Mount Yale Investment Advisors first reported a position in Paychex in Q3 2018 and has held it in 11 quarters since.
Mount Yale Investment Advisors's Paychex position peaked at $688K in Q1 2022.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.