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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
Q2 		$290K Buy
2,953
+171
+6% +$16.2K 0.02% 438
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 $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

PDS Planning's PAYX Position: Q2 2026 in Review

PDS Planning increased its Paychex (PAYX) stake by 6.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 2,953 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #438.

PDS Planning first reported a position in PAYX in Q3 2024 and has held it in 8 quarters since. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • PDS Planning held 2,953 shares of Paychex worth $290K as of Q2 2026.
  • PDS Planning bought 171 Paychex shares in Q2 2026, an estimated $16.2K.
  • Paychex made up 0.02% of PDS Planning's portfolio in Q2 2026, its #438 holding.
  • PDS Planning first reported a position in Paychex in Q3 2024 and has held it in 8 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.