PUREfi Wealth’s Paychex PAYX Stock Holding History

PUREfi Wealth’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	–	Sell	-2,843	Closed	-$319K	–	197
2025 Q4	$319K	Buy	2,843 +57	+2%	+$6.67K	0.24%	111
2025 Q3	$353K	Buy	2,786 +361	+15%	+$50.1K	0.27%	107
2025 Q2	$353K	Buy	2,425 +508	+26%	+$76.5K	0.28%	97
2025 Q1	$296K	Buy	+1,917	New	+$282K	0.3%	98

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PUREfi Wealth's PAYX Position: Q1 2026 in Review

PUREfi Wealth sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,843 shares — an estimated $319K sold.

PUREfi Wealth first reported a position in PAYX in Q1 2025 and held it in 4 quarters. The position peaked at $353K in Q3 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

PUREfi Wealth reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
PUREfi Wealth sold 2,843 Paychex shares in Q1 2026, an estimated $319K.
PUREfi Wealth first reported a position in Paychex in Q1 2025 and held it in 4 quarters.
PUREfi Wealth's Paychex position peaked at $353K in Q3 2025.
1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.