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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
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
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

Paragon Private Wealth Management's PAYX Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Paychex (PAYX) stake by 29% in Q1 2026, buying an estimated $194K and bringing the position to 8,723 shares worth $804K. The position accounts for 0.25% of the portfolio, ranked #111.

Paragon Private Wealth Management first reported a position in PAYX in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q3 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Paragon Private Wealth Management held 8,723 shares of Paychex worth $804K as of Q1 2026.
  • Paragon Private Wealth Management bought 1,958 Paychex shares in Q1 2026, an estimated $194K.
  • Paychex made up 0.25% of Paragon Private Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Paragon Private Wealth Management first reported a position in Paychex in Q3 2022 and has held it in 15 quarters since.
  • Paragon Private Wealth Management's Paychex position peaked at $1.29M in Q3 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.