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Pinnacle Wealth Planning Services’s Paychex PAYX Stock Holding History

Pinnacle Wealth Planning Services’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 		$162K Buy
1,648
+497
+43% +$47K 0.02% 624
2026
Q1 		$106K Buy
1,151
+51
+5% +$5.05K 0.01% 766
2025
Q4 		$123K Sell
1,100
-598
-35% -$70K 0.01% 677
2025
Q3 		$215K Sell
1,698
-80
-4% -$11.1K 0.03% 427
2025
Q2 		$259K Buy
+1,778
New +$268K 0.03% 341
2024
Q4 		– Sell
-1,656
Closed -$222K – 519
2024
Q3 		$222K Buy
+1,656
New +$210K 0.03% 423
2024
Q2 		– Sell
-1,673
Closed -$205K – 540
2024
Q1 		$205K Sell
1,673
-15
-0.9% -$1.82K 0.03% 424
2023
Q4 		$201K Buy
+1,688
New +$200K 0.03% 411
2022
Q4 		– Sell
-1,808
Closed -$203K – 482
2022
Q3 		$203K Buy
1,808
+20
+1% +$2.48K 0.04% 333
2022
Q2 		$204K Buy
1,788
+156
+10% +$19.6K 0.04% 349
2022
Q1 		$223K Buy
1,632
+70
+4% +$8.59K 0.04% 347
2021
Q4 		$213K Buy
+1,562
New +$193K 0.04% 353
2021
Q1 		– Sell
-1,598
Closed -$148K – 1477
2020
Q4 		$148K Buy
+1,598
New +$142K 0.04% 346

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

Pinnacle Wealth Planning Services's PAYX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Paychex (PAYX) stake by 43% in Q2 2026, buying an estimated $47K and bringing the position to 1,648 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #624.

Pinnacle Wealth Planning Services first reported a position in PAYX in Q4 2020 and has held it in 13 quarters since. The position peaked at $259K in Q2 2025. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,648 shares of Paychex worth $162K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 497 Paychex shares in Q2 2026, an estimated $47K.
  • Paychex made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #624 holding.
  • Pinnacle Wealth Planning Services first reported a position in Paychex in Q4 2020 and has held it in 13 quarters since.
  • Pinnacle Wealth Planning Services's Paychex position peaked at $259K in Q2 2025.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.