NW
PAYX icon

NewEdge Wealth’s Paychex PAYX Stock Holding History

NewEdge Wealth’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 		$2.27M Sell
23,072
-612
-3% -$57.9K 0.02% 423
2026
Q1 		$2.18M Sell
23,684
-9,679
-29% -$958K 0.03% 403
2025
Q4 		$3.74M Buy
33,363
+1,699
+5% +$199K 0.04% 303
2025
Q3 		$3.69M Buy
31,664
+106
+0.3% +$14.7K 0.05% 259
2025
Q2 		$4.43M Buy
31,558
+4,175
+15% +$629K 0.07% 230
2025
Q1 		$4.22M Buy
27,383
+781
+3% +$115K 0.08% 210
2024
Q4 		$3.73M Buy
26,602
+42
+0.2% +$5.96K 0.06% 236
2024
Q3 		$3.56M Buy
26,560
+160
+0.6% +$20.3K 0.06% 257
2024
Q2 		$3.13M Buy
26,400
+368
+1% +$45K 0.07% 241
2024
Q1 		$3.08M Buy
26,032
+2,166
+9% +$263K 0.07% 243
2023
Q4 		$2.84M Buy
23,866
+43
+0.2% +$5.09K 0.07% 236
2023
Q3 		$2.75M Buy
23,823
+296
+1% +$35.7K 0.09% 203
2023
Q2 		$2.63M Sell
23,527
-77
-0.3% -$8.42K 0.09% 206
2023
Q1 		$2.7M Buy
23,604
+936
+4% +$106K 0.1% 182
2022
Q4 		$2.62M Buy
22,668
+549
+2% +$64.3K 0.11% 170
2022
Q3 		$2.48M Buy
22,119
+2,856
+15% +$354K 0.12% 158
2022
Q2 		$2.19M Buy
19,263
+17,435
+954% +$2.19M 0.1% 177
2022
Q1 		$249K Buy
+1,828
New +$224K 0.01% 383

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

NewEdge Wealth's PAYX Position: Q2 2026 in Review

NewEdge Wealth reduced its Paychex (PAYX) stake by 2.6% in Q2 2026, selling an estimated $57.9K and leaving 23,072 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #423.

NewEdge Wealth first reported a position in PAYX in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.43M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • NewEdge Wealth held 23,072 shares of Paychex worth $2.27M as of Q2 2026.
  • NewEdge Wealth sold 612 Paychex shares in Q2 2026, an estimated $57.9K.
  • Paychex made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #423 holding.
  • NewEdge Wealth first reported a position in Paychex in Q1 2022 and has held it in 18 quarters since.
  • NewEdge Wealth's Paychex position peaked at $4.43M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.