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National Wealth Management Group’s Paychex PAYX Stock Holding History

National Wealth Management Group’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
-1,870
Closed -$210K – 247
2025
Q4 		$210K Buy
+1,870
New +$219K 0.07% 234

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

National Wealth Management Group's PAYX Position: Q1 2026 in Review

National Wealth Management Group sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,870 shares — an estimated $210K sold.

National Wealth Management Group first reported a position in PAYX in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • National Wealth Management Group reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 1,870 Paychex shares in Q1 2026, an estimated $210K.
  • National Wealth Management Group first reported a position in Paychex in Q4 2025 and held it in 1 quarter.
  • National Wealth Management Group's Paychex position peaked at $210K in Q4 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.