QTR Family Wealth’s Paychex PAYX Stock Holding History

QTR Family 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 Q2	$403K	Buy	4,094 +66	+2%	+$6.25K	0.14%	159
2026 Q1	$358K	Buy	4,028 +1,343	+50%	+$133K	0.15%	159
2025 Q4	$266K	Sell	2,685 -269	-9%	-$31.5K	0.12%	200
2025 Q3	$374K	Sell	2,954 -153	-5%	-$21.2K	0.18%	123
2025 Q2	$452K	Buy	3,107 +77	+3%	+$11.6K	0.28%	82
2025 Q1	$467K	Buy	+3,030	New	+$446K	0.35%	73

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

QTR Family Wealth's PAYX Position: Q2 2026 in Review

QTR Family Wealth increased its Paychex (PAYX) stake by 1.6% in Q2 2026, buying an estimated $6.25K and bringing the position to 4,094 shares worth $403K. The position accounts for 0.14% of the portfolio, ranked #159.

QTR Family Wealth first reported a position in PAYX in Q1 2025 and has held it in 6 quarters since. The position peaked at $467K in Q1 2025. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

QTR Family Wealth held 4,094 shares of Paychex worth $403K as of Q2 2026.
QTR Family Wealth bought 66 Paychex shares in Q2 2026, an estimated $6.25K.
Paychex made up 0.14% of QTR Family Wealth's portfolio in Q2 2026, its #159 holding.
QTR Family Wealth first reported a position in Paychex in Q1 2025 and has held it in 6 quarters since.
QTR Family Wealth's Paychex position peaked at $467K in Q1 2025.
494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.