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Outlook Wealth Advisors’s Paychex PAYX Stock Holding History

Outlook 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 		$249K Buy
2,645
+43
+2% +$4.07K 0.05% 276
2026
Q1 		$240K Buy
2,602
+527
+25% +$52.1K 0.06% 287
2025
Q4 		$233K Buy
2,075
+45
+2% +$5.27K 0.05% 280
2025
Q3 		$257K Buy
+2,030
New +$282K 0.06% 265
2024
Q4 		– Sell
-2,847
Closed -$382K – 271
2024
Q3 		$382K Buy
2,847
+196
+7% +$24.9K 0.11% 172
2024
Q2 		$314K Buy
2,651
+403
+18% +$49.2K 0.1% 208
2024
Q1 		$276K Buy
2,248
+451
+25% +$54.7K 0.09% 223
2023
Q4 		$214K Buy
+1,797
New +$213K 0.07% 227

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

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

Outlook Wealth Advisors increased its Paychex (PAYX) stake by 1.7% in Q2 2026, buying an estimated $4.07K and bringing the position to 2,645 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #276.

Outlook Wealth Advisors first reported a position in PAYX in Q4 2023 and has held it in 8 quarters since. The position peaked at $382K in Q3 2024. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Outlook Wealth Advisors held 2,645 shares of Paychex worth $249K as of Q2 2026.
  • Outlook Wealth Advisors bought 43 Paychex shares in Q2 2026, an estimated $4.07K.
  • Paychex made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #276 holding.
  • Outlook Wealth Advisors first reported a position in Paychex in Q4 2023 and has held it in 8 quarters since.
  • Outlook Wealth Advisors's Paychex position peaked at $382K in Q3 2024.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.