Paragon Private Wealth Management’s Paychex PAYX Stock Holding History

Paragon Private Wealth Management’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	$871K	Buy	8,862 +139	+2%	+$13.2K	0.23%	110
2026 Q1	$804K	Buy	8,723 +1,958	+29%	+$194K	0.25%	111
2025 Q4	$759K	Sell	6,765 -3,437	-34%	-$402K	0.23%	115
2025 Q3	$1.29M	Buy	10,202 +1,650	+19%	+$229K	0.42%	65
2025 Q2	$1.24M	Buy	8,552 +246	+3%	+$37K	0.5%	56
2025 Q1	$1.28M	Buy	8,306 +207	+3%	+$30.4K	0.6%	53
2024 Q4	$1.14M	Buy	8,099 +554	+7%	+$78.7K	0.52%	55
2024 Q3	$1.01M	Buy	7,545 +372	+5%	+$47.2K	0.5%	58
2024 Q2	$850K	Sell	7,173 -398	-5%	-$48.6K	0.48%	62
2024 Q1	$930K	Buy	7,571 +88	+1%	+$10.7K	0.55%	59
2023 Q4	$891K	Buy	7,483 +795	+12%	+$94.2K	0.62%	55
2023 Q3	$771K	Buy	6,688 +546	+9%	+$65.8K	0.64%	55
2023 Q2	$687K	Buy	6,142 +341	+6%	+$37.3K	0.55%	64
2023 Q1	$665K	Buy	5,801 +1,693	+41%	+$193K	0.56%	60
2022 Q4	$475K	Buy	4,108 +1,215	+42%	+$142K	0.43%	71
2022 Q3	$337K	Buy	+2,893	New	+$359K	0.33%	84

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Paragon Private Wealth Management's PAYX Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Paychex (PAYX) stake by 1.6% in Q2 2026, buying an estimated $13.2K and bringing the position to 8,862 shares worth $871K. The position accounts for 0.23% of the portfolio, ranked #110.

Paragon Private Wealth Management first reported a position in PAYX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q3 2025. 1,532 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Paragon Private Wealth Management held 8,862 shares of Paychex worth $871K as of Q2 2026.
Paragon Private Wealth Management bought 139 Paychex shares in Q2 2026, an estimated $13.2K.
Paychex made up 0.23% of Paragon Private Wealth Management's portfolio in Q2 2026, its #110 holding.
Paragon Private Wealth Management first reported a position in Paychex in Q3 2022 and has held it in 16 quarters since.
Paragon Private Wealth Management's Paychex position peaked at $1.29M in Q3 2025.
1,532 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.