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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
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 $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

Outlook Wealth Advisors's PAYX Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Paychex (PAYX) stake by 25% in Q1 2026, buying an estimated $52.1K and bringing the position to 2,602 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #287.

Outlook Wealth Advisors first reported a position in PAYX in Q4 2023 and has held it in 7 quarters since. The position peaked at $382K in Q3 2024. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Outlook Wealth Advisors held 2,602 shares of Paychex worth $240K as of Q1 2026.
  • Outlook Wealth Advisors bought 527 Paychex shares in Q1 2026, an estimated $52.1K.
  • Paychex made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #287 holding.
  • Outlook Wealth Advisors first reported a position in Paychex in Q4 2023 and has held it in 7 quarters since.
  • Outlook Wealth Advisors's Paychex position peaked at $382K in Q3 2024.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.