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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
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 $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

NewEdge Wealth's PAYX Position: Q1 2026 in Review

NewEdge Wealth reduced its Paychex (PAYX) stake by 29% in Q1 2026, selling an estimated $958K and leaving 23,684 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #403.

NewEdge Wealth first reported a position in PAYX in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.43M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • NewEdge Wealth held 23,684 shares of Paychex worth $2.18M as of Q1 2026.
  • NewEdge Wealth sold 9,679 Paychex shares in Q1 2026, an estimated $958K.
  • Paychex made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #403 holding.
  • NewEdge Wealth first reported a position in Paychex in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Paychex position peaked at $4.43M in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.