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 Q2	$370K	Sell	3,766 -144	-4%	-$13.6K	0.01%	898
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 $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Mount Yale Investment Advisors's PAYX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Paychex (PAYX) stake by 3.7% in Q2 2026, selling an estimated $13.6K and leaving 3,766 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #898.

Mount Yale Investment Advisors first reported a position in PAYX in Q3 2018 and has held it in 12 quarters since. The position peaked at $688K in Q1 2022. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Mount Yale Investment Advisors held 3,766 shares of Paychex worth $370K as of Q2 2026.
Mount Yale Investment Advisors sold 144 Paychex shares in Q2 2026, an estimated $13.6K.
Paychex made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #898 holding.
Mount Yale Investment Advisors first reported a position in Paychex in Q3 2018 and has held it in 12 quarters since.
Mount Yale Investment Advisors's Paychex position peaked at $688K in Q1 2022.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.