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Pension & Wealth Management Advisors’s Paychex PAYX Stock Holding History

Pension & Wealth Management 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
Q2 		$79.3K Buy
806
+8
+1% +$757 0.02% 271
2026
Q1 		$73.5K Buy
+798
New +$79K 0.02% 257
2023
Q2 		– Sell
-230
Closed -$26.4K – 308
2023
Q1 		$26.4K Hold
230
– – 0.02% 191
2022
Q4 		$26.6K Buy
+230
New +$26.9K 0.02% 184

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

Pension & Wealth Management Advisors's PAYX Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Paychex (PAYX) stake by 1% in Q2 2026, buying an estimated $757 and bringing the position to 806 shares worth $79.3K. The position accounts for 0.02% of the portfolio, ranked #271.

Pension & Wealth Management Advisors first reported a position in PAYX in Q4 2022 and has held it in 4 quarters since. 1,457 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Pension & Wealth Management Advisors held 806 shares of Paychex worth $79.3K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 8 Paychex shares in Q2 2026, an estimated $757.
  • Paychex made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #271 holding.
  • Pension & Wealth Management Advisors first reported a position in Paychex in Q4 2022 and has held it in 4 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.