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Oak Harbor Wealth Partners’s Paychex PAYX Stock Holding History

Oak Harbor Wealth Partners’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 		$443K Sell
4,507
-5,765
-56% -$546K 0.17% 103
2026
Q1 		$946K Buy
10,272
+1,984
+24% +$196K 0.22% 100
2025
Q4 		$930K Buy
8,288
+498
+6% +$58.3K 0.22% 101
2025
Q3 		$987K Buy
7,790
+2,143
+38% +$297K 0.24% 91
2025
Q2 		$821K Buy
5,647
+1,167
+26% +$176K 0.22% 96
2025
Q1 		$691K Buy
+4,480
New +$659K 0.2% 104

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

Oak Harbor Wealth Partners's PAYX Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Paychex (PAYX) stake by 56% in Q2 2026, selling an estimated $546K and leaving 4,507 shares worth $443K. The position accounts for 0.17% of the portfolio, ranked #103.

Oak Harbor Wealth Partners first reported a position in PAYX in Q1 2025 and has held it in 6 quarters since. The position peaked at $987K in Q3 2025. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Oak Harbor Wealth Partners held 4,507 shares of Paychex worth $443K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 5,765 Paychex shares in Q2 2026, an estimated $546K.
  • Paychex made up 0.17% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Oak Harbor Wealth Partners first reported a position in Paychex in Q1 2025 and has held it in 6 quarters since.
  • Oak Harbor Wealth Partners's Paychex position peaked at $987K in Q3 2025.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.