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Private Wealth Asset Management’s Paychex PAYX Stock Holding History

Private Wealth Asset 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 		$249K Buy
2,528
+611
+32% +$57.8K 0.02% 242
2026
Q1 		$177K Sell
1,917
-582
-23% -$57.6K 0.02% 273
2025
Q4 		$280K Sell
2,499
-244
-9% -$28.6K 0.03% 228
2025
Q3 		$348K Sell
2,743
-625
-19% -$86.7K 0.04% 192
2025
Q2 		$490K Sell
3,368
-93
-3% -$14K 0.07% 161
2025
Q1 		$534K Buy
+3,461
New +$509K 0.08% 144

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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's PAYX Position: Q2 2026 in Review

Private Wealth Asset Management increased its Paychex (PAYX) stake by 32% in Q2 2026, buying an estimated $57.8K and bringing the position to 2,528 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #242.

Private Wealth Asset Management first reported a position in PAYX in Q1 2025 and has held it in 6 quarters since. The position peaked at $534K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Private Wealth Asset Management held 2,528 shares of Paychex worth $249K as of Q2 2026.
  • Private Wealth Asset Management bought 611 Paychex shares in Q2 2026, an estimated $57.8K.
  • Paychex made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #242 holding.
  • Private Wealth Asset Management first reported a position in Paychex in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Paychex position peaked at $534K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.