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Nicholson Wealth Management Group’s Paychex PAYX Stock Holding History

Nicholson 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
Q2 		$1.57M Sell
15,981
-514
-3% -$48.6K 0.93% 60
2026
Q1 		$1.52M Buy
16,495
+689
+4% +$68.2K 0.88% 66
2025
Q4 		$1.77M Buy
15,806
+3,481
+28% +$407K 1.04% 58
2025
Q3 		$1.56M Buy
12,325
+1,072
+10% +$149K 0.92% 60
2025
Q2 		$1.64M Buy
11,253
+138
+1% +$20.8K 1.01% 43
2025
Q1 		$1.71M Buy
11,115
+272
+3% +$40K 1.13% 28
2024
Q4 		$1.52M Buy
10,843
+4,239
+64% +$602K 1.02% 39
2024
Q3 		$886K Buy
+6,604
New +$839K 0.73% 45

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

Nicholson Wealth Management Group's PAYX Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Paychex (PAYX) stake by 3.1% in Q2 2026, selling an estimated $48.6K and leaving 15,981 shares worth $1.57M. The position accounts for 0.93% of the portfolio, ranked #60.

Nicholson Wealth Management Group first reported a position in PAYX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q4 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Nicholson Wealth Management Group held 15,981 shares of Paychex worth $1.57M as of Q2 2026.
  • Nicholson Wealth Management Group sold 514 Paychex shares in Q2 2026, an estimated $48.6K.
  • Paychex made up 0.93% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #60 holding.
  • Nicholson Wealth Management Group first reported a position in Paychex in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Paychex position peaked at $1.77M in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.