Optimist Retirement Group’s Paychex PAYX Stock Holding History

Optimist Retirement 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 Q1	$338K	Buy	3,673 +940	+34%	+$93K	0.15%	81
2025 Q4	$307K	Hold	2,733	–	–	0.14%	82
2025 Q3	$346K	Buy	2,733 +141	+5%	+$19.6K	0.16%	80
2025 Q2	$377K	Sell	2,592 -217	-8%	-$32.7K	0.18%	62
2025 Q1	$433K	Hold	2,809	–	–	0.22%	52
2024 Q4	$394K	Sell	2,809 -600	-18%	-$85.2K	0.19%	58
2024 Q3	$457K	Hold	3,409	–	–	0.21%	55
2024 Q2	$404K	Hold	3,409	–	–	0.21%	51
2024 Q1	$419K	Hold	3,409	–	–	0.22%	52
2023 Q4	$406K	Buy	+3,409	New	+$404K	0.26%	49

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimist Retirement Group's PAYX Position: Q1 2026 in Review

Optimist Retirement Group increased its Paychex (PAYX) stake by 34% in Q1 2026, buying an estimated $93K and bringing the position to 3,673 shares worth $338K. The position accounts for 0.15% of the portfolio, ranked #81.

Optimist Retirement Group first reported a position in PAYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $457K in Q3 2024. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Optimist Retirement Group held 3,673 shares of Paychex worth $338K as of Q1 2026.
Optimist Retirement Group bought 940 Paychex shares in Q1 2026, an estimated $93K.
Paychex made up 0.15% of Optimist Retirement Group's portfolio in Q1 2026, its #81 holding.
Optimist Retirement Group first reported a position in Paychex in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's Paychex position peaked at $457K in Q3 2024.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.