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Prestige Wealth Management Group’s Paychex PAYX Stock Holding History

Prestige Wealth Management 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
Q1 		$16.7K Hold
181
– – ﹤0.01% 355
2025
Q4 		$20.3K Hold
181
– – ﹤0.01% 343
2025
Q3 		$22.9K Sell
181
-54
-23% -$7.49K ﹤0.01% 344
2025
Q2 		$34.2K Hold
235
– – 0.01% 295
2025
Q1 		$36.3K Sell
235
-1
-0.4% -$147 0.01% 289
2024
Q4 		$33.1K Sell
236
-4
-2% -$568 0.01% 305
2024
Q3 		$32.2K Hold
240
– – 0.01% 295
2024
Q2 		$28.5K Hold
240
– – 0.01% 281
2024
Q1 		$29.5K Hold
240
– – 0.01% 306
2023
Q4 		$28.6K Hold
240
– – 0.01% 302
2023
Q3 		$27.7K Hold
240
– – 0.01% 294
2023
Q2 		$26.8K Sell
240
-237
-50% -$25.9K 0.01% 332
2023
Q1 		$54.7K Sell
477
-1
-0.2% -$114 0.01% 238
2022
Q4 		$55.2K Sell
478
-21
-4% -$2.46K 0.01% 247
2022
Q3 		$56K Sell
499
-2
-0.4% -$248 0.02% 222
2022
Q2 		$57K Sell
501
-2
-0.4% -$251 0.02% 224
2022
Q1 		$68K Sell
503
-1
-0.2% -$123 0.02% 221
2021
Q4 		$69K Sell
504
-4
-0.8% -$494 0.02% 235
2021
Q3 		$58K Hold
508
– – 0.01% 240
2021
Q2 		$55K Hold
508
– – 0.01% 239
2021
Q1 		$50K Buy
508
+11
+2% +$1.01K 0.01% 249
2020
Q4 		$46K Sell
497
-344
-41% -$30.5K 0.01% 258
2020
Q3 		$67K Buy
841
+304
+57% +$22.8K 0.02% 213
2020
Q2 		$41K Buy
537
+151
+39% +$10.5K 0.01% 245
2020
Q1 		$24K Buy
386
+304
+371% +$24.3K 0.01% 255
2019
Q4 		$7K Buy
82
+3
+4% +$253 ﹤0.01% 388
2019
Q3 		$7K Buy
79
+9
+13% +$748 ﹤0.01% 375
2019
Q2 		$6K Hold
70
– – ﹤0.01% 388
2019
Q1 		$6K Sell
70
-200
-74% -$14.7K ﹤0.01% 388
2018
Q4 		$18K Buy
+270
New +$18.3K 0.01% 327

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

Prestige Wealth Management Group's PAYX Position: Q1 2026 in Review

Prestige Wealth Management Group held its Paychex (PAYX) position steady in Q1 2026 at 181 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Prestige Wealth Management Group first reported a position in PAYX in Q4 2018 and has held it in 30 quarters since. The position peaked at $69K in Q4 2021. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Prestige Wealth Management Group held 181 shares of Paychex worth $16.7K as of Q1 2026.
  • Prestige Wealth Management Group left its Paychex share count unchanged in Q1 2026.
  • Paychex made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #355 holding.
  • Prestige Wealth Management Group first reported a position in Paychex in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Paychex position peaked at $69K in Q4 2021.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.