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PDS Planning’s Paychex PAYX Stock Holding History

PDS Planning’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 		$256K Buy
2,782
+841
+43% +$83.2K 0.02% 436
2025
Q4 		$218K Buy
1,941
+340
+21% +$39.8K 0.01% 489
2025
Q3 		$203K Sell
1,601
-203
-11% -$28.2K 0.01% 502
2025
Q2 		$262K Buy
1,804
+59
+3% +$8.88K 0.02% 391
2025
Q1 		$269K Buy
1,745
+215
+14% +$31.6K 0.02% 349
2024
Q4 		$215K Buy
1,530
+13
+0.9% +$1.85K 0.02% 388
2024
Q3 		$204K Buy
+1,517
New +$193K 0.02% 406

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

PDS Planning's PAYX Position: Q1 2026 in Review

PDS Planning increased its Paychex (PAYX) stake by 43% in Q1 2026, buying an estimated $83.2K and bringing the position to 2,782 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #436.

PDS Planning first reported a position in PAYX in Q3 2024 and has held it in 7 quarters since. The position peaked at $269K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • PDS Planning held 2,782 shares of Paychex worth $256K as of Q1 2026.
  • PDS Planning bought 841 Paychex shares in Q1 2026, an estimated $83.2K.
  • Paychex made up 0.02% of PDS Planning's portfolio in Q1 2026, its #436 holding.
  • PDS Planning first reported a position in Paychex in Q3 2024 and has held it in 7 quarters since.
  • PDS Planning's Paychex position peaked at $269K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.