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Phoenix Wealth Advisors’s Paychex PAYX Stock Holding History

Phoenix Wealth 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 		$317K Sell
3,219
-66
-2% -$6.25K 0.11% 105
2026
Q1 		$303K Sell
3,285
-118
-3% -$11.7K 0.12% 105
2025
Q4 		$382K Sell
3,403
-143
-4% -$16.7K 0.15% 95
2025
Q3 		$449K Sell
3,546
-32
-0.9% -$4.44K 0.17% 88
2025
Q2 		$520K Buy
3,578
+15
+0.4% +$2.26K 0.22% 81
2025
Q1 		$550K Buy
3,563
+166
+5% +$24.4K 0.24% 73
2024
Q4 		$476K Sell
3,397
-14
-0.4% -$1.99K 0.21% 78
2024
Q3 		$458K Sell
3,411
-408
-11% -$51.8K 0.21% 75
2024
Q2 		$453K Buy
3,819
+100
+3% +$12.2K 0.23% 77
2024
Q1 		$457K Buy
3,719
+2
+0.1% +$243 0.28% 71
2023
Q4 		$438K Buy
3,717
+18
+0.5% +$2.13K 0.31% 60
2023
Q3 		$427K Buy
3,699
+83
+2% +$10K 0.25% 56
2023
Q2 		$405K Sell
3,616
-108
-3% -$11.8K 0.24% 58
2023
Q1 		$427K Sell
3,724
-17,291
-82% -$1.97M 0.26% 51
2022
Q4 		$2.43M Sell
21,015
-878
-4% -$103K 1.46% 19
2022
Q3 		$2.46M Sell
21,893
-1,118
-5% -$139K 2.46% 14
2022
Q2 		$2.62M Sell
23,011
-203
-0.9% -$25.5K 2.58% 13
2022
Q1 		$3.28M Sell
23,214
-1,095
-5% -$134K 3.39% 6
2021
Q4 		$3.32M Sell
24,309
-1,553
-6% -$192K 2.51% 9
2021
Q3 		$2.91M Buy
25,862
+28
+0.1% +$3.15K 2.17% 14
2021
Q2 		$2.81M Buy
25,834
+992
+4% +$99.8K 2.02% 14
2021
Q1 		$2.45M Buy
24,842
+383
+2% +$35.3K 1.91% 16
2020
Q4 		$2.28M Buy
+24,459
New +$2.17M 1.73% 19

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

Phoenix Wealth Advisors's PAYX Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Paychex (PAYX) stake by 2% in Q2 2026, selling an estimated $6.25K and leaving 3,219 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #105.

Phoenix Wealth Advisors first reported a position in PAYX in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.32M in Q4 2021. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Phoenix Wealth Advisors held 3,219 shares of Paychex worth $317K as of Q2 2026.
  • Phoenix Wealth Advisors sold 66 Paychex shares in Q2 2026, an estimated $6.25K.
  • Paychex made up 0.11% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Phoenix Wealth Advisors first reported a position in Paychex in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Paychex position peaked at $3.32M in Q4 2021.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.