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Plante Moran Financial Advisors’s Paychex PAYX Stock Holding History

Plante Moran Financial 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 		$18.4K Sell
200
-50
-20% -$4.95K ﹤0.01% 437
2025
Q4 		$28K Hold
250
– – ﹤0.01% 395
2025
Q3 		$31.7K Hold
250
– – ﹤0.01% 403
2025
Q2 		$36.4K Hold
250
– – ﹤0.01% 388
2025
Q1 		$38.6K Hold
250
– – ﹤0.01% 381
2024
Q4 		$35.1K Hold
250
– – ﹤0.01% 402
2024
Q3 		$33.5K Hold
250
– – ﹤0.01% 443
2024
Q2 		$29.6K Sell
250
-23
-8% -$2.81K ﹤0.01% 414
2024
Q1 		$33.5K Sell
273
-410
-60% -$49.8K ﹤0.01% 418
2023
Q4 		$81.4K Sell
683
-318
-32% -$37.7K 0.01% 265
2023
Q3 		$115K Hold
1,001
– – 0.01% 212
2023
Q2 		$112K Sell
1,001
-23
-2% -$2.52K 0.01% 220
2023
Q1 		$117K Sell
1,024
-563
-35% -$64.1K 0.02% 211
2022
Q4 		$183K Buy
1,587
+59
+4% +$6.91K 0.03% 165
2022
Q3 		$171K Buy
1,528
+410
+37% +$50.8K 0.03% 157
2022
Q2 		$127K Buy
1,118
+70
+7% +$8.79K 0.02% 193
2022
Q1 		$143K Sell
1,048
-181
-15% -$22.2K 0.03% 195
2021
Q4 		$168K Sell
1,229
-361
-23% -$44.6K 0.03% 200
2021
Q3 		$179K Buy
1,590
+500
+46% +$56.2K 0.04% 201
2021
Q2 		$117K Sell
1,090
-62
-5% -$6.24K 0.03% 232
2021
Q1 		$113K Buy
1,152
+3
+0.3% +$276 0.03% 235
2020
Q4 		$107K Sell
1,149
-561
-33% -$49.8K 0.03% 241
2020
Q3 		$136K Sell
1,710
-130
-7% -$9.76K 0.05% 204
2020
Q2 		$139K Buy
1,840
+66
+4% +$4.57K 0.06% 171
2020
Q1 		$112K Sell
1,774
-156
-8% -$12.5K 0.05% 181
2019
Q4 		$164K Buy
1,930
+112
+6% +$9.45K 0.06% 180
2019
Q3 		$150K Sell
1,818
-498
-22% -$41.4K 0.04% 196
2019
Q2 		$191K Buy
2,316
+3
+0.1% +$253 0.06% 155
2019
Q1 		$186K Buy
2,313
+315
+16% +$23.2K 0.06% 159
2018
Q4 		$130K Buy
1,998
+68
+4% +$4.61K 0.05% 176
2018
Q3 		$142K Sell
1,930
-223
-10% -$16K 0.05% 179
2018
Q2 		$147K Buy
2,153
+3
+0.1% +$194 0.07% 191
2018
Q1 		$132K Buy
2,150
+2
+0.1% +$132 0.07% 196
2017
Q4 		$146K Buy
2,148
+3
+0.1% +$197 0.08% 174
2017
Q3 		$129K Buy
2,145
+15
+0.7% +$857 0.08% 171
2017
Q2 		$121K Buy
2,130
+3
+0.1% +$176 0.08% 175
2017
Q1 		$125K Sell
2,127
-130
-6% -$7.9K 0.08% 176
2016
Q4 		$137K Buy
2,257
+472
+26% +$27.2K 0.09% 179
2016
Q3 		$103K Buy
1,785
+406
+29% +$24.3K 0.07% 200
2016
Q2 		$82K Sell
1,379
-151
-10% -$8.09K 0.06% 213
2016
Q1 		$83K Sell
1,530
-293
-16% -$14.8K 0.06% 197
2015
Q4 		$96K Buy
1,823
+960
+111% +$50.2K 0.07% 193
2015
Q3 		$41K Buy
863
+2
+0.2% +$93 0.03% 294
2015
Q2 		$40K Buy
861
+10
+1% +$489 0.03% 328
2015
Q1 		$42K Buy
851
+2
+0.2% +$97 0.03% 306
2014
Q4 		$39K Buy
849
+334
+65% +$15.4K 0.03% 316
2014
Q3 		$23K Buy
515
+13
+3% +$547 0.02% 386
2014
Q2 		$21K Buy
502
+12
+2% +$493 0.02% 374
2014
Q1 		$21K Buy
490
+2
+0.4% +$85 0.02% 246
2013
Q4 		$22K Buy
488
+10
+2% +$427 0.01% 338
2013
Q3 		$19K Buy
478
+14
+3% +$553 0.01% 288
2013
Q2 		$17K Buy
+464
New +$17.1K 0.01% 266

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

Plante Moran Financial Advisors's PAYX Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Paychex (PAYX) stake by 20% in Q1 2026, selling an estimated $4.95K and leaving 200 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Plante Moran Financial Advisors first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. The position peaked at $191K in Q2 2019. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Plante Moran Financial Advisors held 200 shares of Paychex worth $18.4K as of Q1 2026.
  • Plante Moran Financial Advisors sold 50 Paychex shares in Q1 2026, an estimated $4.95K.
  • Paychex made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #437 holding.
  • Plante Moran Financial Advisors first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Paychex position peaked at $191K in Q2 2019.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.