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Private Wealth Management Group’s Paychex PAYX Stock Holding History

Private 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
Q2 		$26.4K Buy
268
+225
+523% +$21.3K 0.01% 316
2026
Q1 		$3.96K Buy
43
+20
+87% +$1.98K ﹤0.01% 852
2025
Q4 		$2.58K Sell
23
-72
-76% -$8.43K ﹤0.01% 998
2025
Q3 		$12K Sell
95
-12
-11% -$1.67K ﹤0.01% 461
2025
Q2 		$15.6K Buy
107
+48
+81% +$7.23K 0.01% 368
2025
Q1 		$9.1K Buy
59
+18
+44% +$2.65K ﹤0.01% 498
2024
Q4 		$5.75K Buy
41
+16
+64% +$2.27K ﹤0.01% 686
2024
Q3 		$3.35K Hold
25
– – ﹤0.01% 879
2024
Q2 		$2.96K Hold
25
– – ﹤0.01% 915
2024
Q1 		$3.07K Hold
25
– – ﹤0.01% 800
2023
Q4 		$2.98K Buy
+25
New +$2.96K ﹤0.01% 809

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

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

Private Wealth Management Group increased its Paychex (PAYX) stake by 523% in Q2 2026, buying an estimated $21.3K and bringing the position to 268 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #316.

Private Wealth Management Group first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Private Wealth Management Group held 268 shares of Paychex worth $26.4K as of Q2 2026.
  • Private Wealth Management Group bought 225 Paychex shares in Q2 2026, an estimated $21.3K.
  • Paychex made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #316 holding.
  • Private Wealth Management Group first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.