Opal Wealth Advisors’s Paychex PAYX Stock Holding History

Opal Wealth Advisors’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	–	Sell	-552	Closed	-$50.8K	–	468
2026 Q1	$50.8K	Buy	+552	New	+$54.6K	0.01%	394
2025 Q3	–	Sell	-476	Closed	-$69.2K	–	445
2025 Q2	$69.2K	Sell	476 -53	-10%	-$7.98K	0.02%	324
2025 Q1	$81.6K	Buy	+529	New	+$77.8K	0.03%	296
2024 Q3	–	Sell	-639	Closed	-$75.8K	–	889
2024 Q2	$75.8K	Buy	+639	New	+$78.1K	0.02%	306

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Opal Wealth Advisors's PAYX Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Paychex (PAYX) in Q2 2026, closing a stake of 552 shares — an estimated $50.8K sold.

Opal Wealth Advisors first reported a position in PAYX in Q2 2024 and held it in 4 quarters. The position peaked at $81.6K in Q1 2025. 455 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Opal Wealth Advisors reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 552 Paychex shares in Q2 2026, an estimated $50.8K.
Opal Wealth Advisors first reported a position in Paychex in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Paychex position peaked at $81.6K in Q1 2025.
455 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.