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Physician Wealth Advisors’s Paychex PAYX Stock Holding History

Physician 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 		$36.2K Buy
368
+140
+61% +$13.2K ﹤0.01% 511
2026
Q1 		$21K Buy
228
+125
+121% +$12.4K ﹤0.01% 603
2025
Q4 		$11.6K Sell
103
-37
-26% -$4.33K ﹤0.01% 729
2025
Q3 		$17.7K Buy
140
+124
+775% +$17.2K ﹤0.01% 603
2025
Q2 		$2.33K Buy
+16
New +$2.41K ﹤0.01% 994

Other funds holding PAYX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Physician Wealth Advisors increased its Paychex (PAYX) stake by 61% in Q2 2026, buying an estimated $13.2K and bringing the position to 368 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Physician Wealth Advisors first reported a position in PAYX in Q2 2025 and has held it in 5 quarters since. 725 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Physician Wealth Advisors held 368 shares of Paychex worth $36.2K as of Q2 2026.
  • Physician Wealth Advisors bought 140 Paychex shares in Q2 2026, an estimated $13.2K.
  • Paychex made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #511 holding.
  • Physician Wealth Advisors first reported a position in Paychex in Q2 2025 and has held it in 5 quarters since.
  • 725 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.