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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
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 $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

Private Wealth Asset Management's PAYX Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Paychex (PAYX) stake by 23% in Q1 2026, selling an estimated $57.6K and leaving 1,917 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #273.

Private Wealth Asset Management first reported a position in PAYX in Q1 2025 and has held it in 5 quarters since. The position peaked at $534K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Private Wealth Asset Management held 1,917 shares of Paychex worth $177K as of Q1 2026.
  • Private Wealth Asset Management sold 582 Paychex shares in Q1 2026, an estimated $57.6K.
  • Paychex made up 0.02% of Private Wealth Asset Management's portfolio in Q1 2026, its #273 holding.
  • Private Wealth Asset Management first reported a position in Paychex in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Paychex position peaked at $534K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.