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Portfolio Design Labs’s Paychex PAYX Stock Holding History

Portfolio Design Labs’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 		– Sell
-11,412
Closed -$1.05M – 238
2026
Q1 		$1.05M Buy
11,412
+274
+2% +$27.1K 0.19% 121
2025
Q4 		$1.25M Buy
11,138
+325
+3% +$38K 0.21% 123
2025
Q3 		$1.37M Buy
10,813
+9,040
+510% +$1.25M 0.24% 113
2025
Q2 		$258K Sell
1,773
-344
-16% -$51.8K 0.05% 134
2025
Q1 		$327K Sell
2,117
-12,438
-85% -$1.83M 0.07% 144
2024
Q4 		$2.04M Buy
14,555
+1,412
+11% +$201K 0.42% 83
2024
Q3 		$1.76M Buy
+13,143
New +$1.67M 0.49% 69
2024
Q1 		– Sell
-3,845
Closed -$458K – 138
2023
Q4 		$458K Buy
+3,845
New +$456K 0.17% 88

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

Portfolio Design Labs's PAYX Position: Q2 2026 in Review

Portfolio Design Labs sold out of Paychex (PAYX) in Q2 2026, closing a stake of 11,412 shares — an estimated $1.05M sold.

Portfolio Design Labs first reported a position in PAYX in Q4 2023 and held it in 8 quarters. The position peaked at $2.04M in Q4 2024. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Portfolio Design Labs reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • Portfolio Design Labs sold 11,412 Paychex shares in Q2 2026, an estimated $1.05M.
  • Portfolio Design Labs first reported a position in Paychex in Q4 2023 and held it in 8 quarters.
  • Portfolio Design Labs's Paychex position peaked at $2.04M in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.