Prentice Wealth Management’s Paychex PAYX Stock Holding History

Prentice Wealth Management’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	$202K	Sell	2,058 -1,168	-36%	-$111K	0.04%	121
2026 Q1	$297K	Buy	3,226 +1,278	+66%	+$126K	0.07%	102
2025 Q4	$219K	Buy	1,948 +348	+22%	+$40.7K	0.05%	111
2025 Q3	$203K	Buy	+1,600	New	+$222K	0.05%	111
2021 Q4	–	Sell	-50	Closed	-$6K	–	246
2021 Q3	$6K	Hold	50	–	–	﹤0.01%	270
2021 Q2	$5K	Sell	50 -200	-80%	-$20.1K	﹤0.01%	271
2021 Q1	$25K	Buy	+250	New	+$23K	0.01%	201

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

Prentice Wealth Management's PAYX Position: Q2 2026 in Review

Prentice Wealth Management reduced its Paychex (PAYX) stake by 36% in Q2 2026, selling an estimated $111K and leaving 2,058 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #121.

Prentice Wealth Management first reported a position in PAYX in Q1 2021 and has held it in 7 quarters since. The position peaked at $297K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Prentice Wealth Management held 2,058 shares of Paychex worth $202K as of Q2 2026.
Prentice Wealth Management sold 1,168 Paychex shares in Q2 2026, an estimated $111K.
Paychex made up 0.04% of Prentice Wealth Management's portfolio in Q2 2026, its #121 holding.
Prentice Wealth Management first reported a position in Paychex in Q1 2021 and has held it in 7 quarters since.
Prentice Wealth Management's Paychex position peaked at $297K in Q1 2026.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.