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Phillips Wealth Planners’s Paychex PAYX Stock Holding History

Phillips Wealth Planners’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 		$406K Sell
3,752
-107
-3% -$10.1K 0.3% 107
2026
Q1 		$362K Buy
+3,859
New +$382K 0.27% 124
2025
Q2 		– Sell
-1,523
Closed -$224K – 193
2025
Q1 		$224K Sell
1,523
-448
-23% -$65.9K 0.24% 158
2024
Q4 		$274K Sell
1,971
-31
-2% -$4.4K 0.27% 129
2024
Q3 		$285K Buy
+2,002
New +$254K 0.27% 131
2024
Q2 		– Sell
-1,825
Closed -$221K – 179
2024
Q1 		$221K Sell
1,825
-11
-0.6% -$1.33K 0.25% 157
2023
Q4 		$221K Buy
+1,836
New +$218K 0.27% 142

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

Phillips Wealth Planners's PAYX Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Paychex (PAYX) stake by 2.8% in Q2 2026, selling an estimated $10.1K and leaving 3,752 shares worth $406K. The position accounts for 0.3% of the portfolio, ranked #107.

Phillips Wealth Planners first reported a position in PAYX in Q4 2023 and has held it in 7 quarters since. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Phillips Wealth Planners held 3,752 shares of Paychex worth $406K as of Q2 2026.
  • Phillips Wealth Planners sold 107 Paychex shares in Q2 2026, an estimated $10.1K.
  • Paychex made up 0.3% of Phillips Wealth Planners's portfolio in Q2 2026, its #107 holding.
  • Phillips Wealth Planners first reported a position in Paychex in Q4 2023 and has held it in 7 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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