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Perigon Wealth Management’s Paychex PAYX Stock Holding History

Perigon 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 		$440K Buy
4,476
+352
+9% +$33.3K 0.01% 948
2026
Q1 		$380K Buy
4,124
+482
+13% +$47.7K 0.01% 926
2025
Q4 		$409K Sell
3,642
-195
-5% -$22.8K 0.01% 877
2025
Q3 		$486K Sell
3,837
-335
-8% -$46.5K 0.01% 753
2025
Q2 		$607K Sell
4,172
-646
-13% -$97.3K 0.01% 622
2025
Q1 		$743K Buy
4,818
+58
+1% +$8.53K 0.02% 522
2024
Q4 		$699K Buy
4,760
+975
+26% +$138K 0.02% 540
2024
Q3 		$508K Buy
3,785
+34
+0.9% +$4.32K 0.01% 616
2024
Q2 		$445K Buy
3,751
+143
+4% +$17.5K 0.01% 566
2024
Q1 		$443K Buy
3,608
+365
+11% +$44.3K 0.01% 565
2023
Q4 		$386K Buy
3,243
+1,266
+64% +$150K 0.01% 576
2023
Q3 		$228K Sell
1,977
-1,135
-36% -$137K 0.01% 691
2023
Q2 		$348K Buy
3,112
+2
+0.1% +$219 0.01% 560
2023
Q1 		$356K Sell
3,110
-173
-5% -$19.7K 0.02% 480
2022
Q4 		$379K Buy
3,283
+1,226
+60% +$143K 0.02% 454
2022
Q3 		$231K Sell
2,057
-98
-5% -$12.1K 0.02% 496
2022
Q2 		$245K Buy
2,155
+510
+31% +$64.1K 0.02% 484
2022
Q1 		$225K Sell
1,645
-45
-3% -$5.52K 0.02% 556
2021
Q4 		$231K Buy
+1,690
New +$209K 0.02% 523
2021
Q1 		– Sell
-757
Closed -$71K – 875
2020
Q4 		$71K Buy
+757
New +$67.2K 0.01% 636
2017
Q2 		– Sell
-4,300
Closed -$253K – 615
2017
Q1 		$253K Hold
4,300
– – 0.05% 233
2016
Q4 		$269K Hold
4,300
– – 0.06% 221
2016
Q3 		$249K Hold
4,300
– – 0.06% 194
2016
Q2 		$256K Sell
4,300
-35
-0.8% -$1.88K 0.07% 186
2016
Q1 		$234K Hold
4,335
– – 0.07% 137
2015
Q4 		$229K Buy
+4,335
New +$227K 0.06% 196

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 $3.38T AUM 44.17% 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

Perigon Wealth Management's PAYX Position: Q2 2026 in Review

Perigon Wealth Management increased its Paychex (PAYX) stake by 8.5% in Q2 2026, buying an estimated $33.3K and bringing the position to 4,476 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #948.

Perigon Wealth Management first reported a position in PAYX in Q4 2015 and has held it in 26 quarters since. The position peaked at $743K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Perigon Wealth Management held 4,476 shares of Paychex worth $440K as of Q2 2026.
  • Perigon Wealth Management bought 352 Paychex shares in Q2 2026, an estimated $33.3K.
  • Paychex made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #948 holding.
  • Perigon Wealth Management first reported a position in Paychex in Q4 2015 and has held it in 26 quarters since.
  • Perigon Wealth Management's Paychex position peaked at $743K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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