Powers Advisory Group’s Paychex PAYX Stock Holding History

Powers Advisory Group’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	$729K	Sell	7,409 -403	-5%	-$38.1K	0.23%	64
2026 Q1	$720K	Sell	7,812 -209	-3%	-$20.7K	0.25%	59
2025 Q4	$900K	Buy	8,021 +323	+4%	+$37.8K	0.34%	46
2025 Q3	$976K	Buy	7,698 +44	+0.6%	+$6.1K	0.39%	42
2025 Q2	$1.11M	Buy	7,654 +38	+0.5%	+$5.72K	0.49%	33
2025 Q1	$1.17M	Sell	7,616 -134	-2%	-$19.7K	0.56%	30
2024 Q4	$1.09M	Buy	7,750 +1	+0%	+$142	0.54%	32
2024 Q3	$1.04M	Buy	7,749 +41	+0.5%	+$5.21K	0.52%	33
2024 Q2	$914K	Buy	7,708 +45	+0.6%	+$5.5K	0.5%	36
2024 Q1	$941K	Sell	7,663 -111	-1%	-$13.5K	0.54%	33
2023 Q4	$926K	Buy	7,774 +39	+0.5%	+$4.62K	0.57%	34
2023 Q3	$892K	Sell	7,735 -136	-2%	-$16.4K	0.61%	32
2023 Q2	$880K	Sell	7,871 -116	-1%	-$12.7K	0.58%	36
2023 Q1	$915K	Buy	7,987 +36	+0.5%	+$4.1K	0.64%	35
2022 Q4	$919K	Buy	7,951 +35	+0.4%	+$4.1K	0.68%	35
2022 Q3	$888K	Buy	7,916 +31	+0.4%	+$3.84K	0.71%	32
2022 Q2	$898K	Sell	7,885 -473	-6%	-$59.4K	0.69%	34
2022 Q1	$1.14M	Buy	8,358 +311	+4%	+$38.2K	0.79%	29
2021 Q4	$1.1M	Buy	+8,047	New	+$995K	0.77%	32

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Powers Advisory Group's PAYX Position: Q2 2026 in Review

Powers Advisory Group reduced its Paychex (PAYX) stake by 5.2% in Q2 2026, selling an estimated $38.1K and leaving 7,409 shares worth $729K. The position accounts for 0.23% of the portfolio, ranked #64.

Powers Advisory Group first reported a position in PAYX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q1 2025. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Powers Advisory Group held 7,409 shares of Paychex worth $729K as of Q2 2026.
Powers Advisory Group sold 403 Paychex shares in Q2 2026, an estimated $38.1K.
Paychex made up 0.23% of Powers Advisory Group's portfolio in Q2 2026, its #64 holding.
Powers Advisory Group first reported a position in Paychex in Q4 2021 and has held it in 19 quarters since.
Powers Advisory Group's Paychex position peaked at $1.17M in Q1 2025.
1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.