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Principia Wealth Advisory’s Paychex PAYX Stock Holding History

Principia Wealth Advisory’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 		$2.95K Sell
30
-2
-6% -$189 ﹤0.01% 490
2026
Q1 		$2.95K Buy
32
+10
+45% +$989 ﹤0.01% 414
2025
Q4 		$2.47K Sell
22
-289
-93% -$33.8K ﹤0.01% 401
2025
Q3 		$39.4K Buy
311
+297
+2,121% +$41.2K 0.03% 131
2025
Q2 		$2.04K Buy
14
+2
+17% +$301 ﹤0.01% 380
2025
Q1 		$1.75K Buy
12
+2
+20% +$294 ﹤0.01% 301
2024
Q4 		$1.4K Buy
+10
New +$1.42K ﹤0.01% 300

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

Principia Wealth Advisory's PAYX Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Paychex (PAYX) stake by 6.3% in Q2 2026, selling an estimated $189 and leaving 30 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Principia Wealth Advisory first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.4K in Q3 2025. 1,528 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Principia Wealth Advisory held 30 shares of Paychex worth $2.95K as of Q2 2026.
  • Principia Wealth Advisory sold 2 Paychex shares in Q2 2026, an estimated $189.
  • Paychex made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #490 holding.
  • Principia Wealth Advisory first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Paychex position peaked at $39.4K in Q3 2025.
  • 1,528 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.