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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Wealth Advisors's PAYX Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Paychex (PAYX) stake by 3.5% in Q1 2026, selling an estimated $11.7K and leaving 3,285 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #105.

Phoenix Wealth Advisors first reported a position in PAYX in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.32M in Q4 2021. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Phoenix Wealth Advisors held 3,285 shares of Paychex worth $303K as of Q1 2026.
  • Phoenix Wealth Advisors sold 118 Paychex shares in Q1 2026, an estimated $11.7K.
  • Paychex made up 0.12% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • Phoenix Wealth Advisors first reported a position in Paychex in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Paychex position peaked at $3.32M in Q4 2021.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.