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Premier Path Wealth Partners’s Paychex PAYX Stock Holding History

Premier Path Wealth Partners’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 		– Sell
-2,245
Closed -$252K – 408
2025
Q4 		$252K Sell
2,245
-1,661
-43% -$194K 0.03% 354
2025
Q3 		$495K Sell
3,906
-477
-11% -$66.2K 0.06% 263
2025
Q2 		$637K Buy
4,383
+239
+6% +$36K 0.09% 222
2025
Q1 		$639K Buy
4,144
+519
+14% +$76.3K 0.1% 203
2024
Q4 		$508K Buy
3,625
+101
+3% +$14.3K 0.08% 234
2024
Q3 		$473K Sell
3,524
-37
-1% -$4.7K 0.07% 237
2024
Q2 		$422K Buy
3,561
+1,205
+51% +$147K 0.07% 251
2024
Q1 		$289K Sell
2,356
-3
-0.1% -$364 0.05% 280
2023
Q4 		$281K Buy
+2,359
New +$279K 0.06% 271

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

Premier Path Wealth Partners's PAYX Position: Q1 2026 in Review

Premier Path Wealth Partners sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,245 shares — an estimated $252K sold.

Premier Path Wealth Partners first reported a position in PAYX in Q4 2023 and held it in 9 quarters. The position peaked at $639K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Premier Path Wealth Partners reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 2,245 Paychex shares in Q1 2026, an estimated $252K.
  • Premier Path Wealth Partners first reported a position in Paychex in Q4 2023 and held it in 9 quarters.
  • Premier Path Wealth Partners's Paychex position peaked at $639K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.