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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
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 $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

Oak Harbor Wealth Partners's PAYX Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Paychex (PAYX) stake by 24% in Q1 2026, buying an estimated $196K and bringing the position to 10,272 shares worth $946K. The position accounts for 0.22% of the portfolio, ranked #100.

Oak Harbor Wealth Partners first reported a position in PAYX in Q1 2025 and has held it in 5 quarters since. The position peaked at $987K in Q3 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Oak Harbor Wealth Partners held 10,272 shares of Paychex worth $946K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 1,984 Paychex shares in Q1 2026, an estimated $196K.
  • Paychex made up 0.22% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Oak Harbor Wealth Partners first reported a position in Paychex in Q1 2025 and has held it in 5 quarters since.
  • Oak Harbor Wealth Partners's Paychex position peaked at $987K in Q3 2025.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.