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Rise Advisors’s Paychex PAYX Stock Holding History

Rise Advisors’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 		$237K Sell
2,409
-214
-8% -$20.3K 0.07% 92
2026
Q1 		$238K Sell
2,623
-521
-17% -$51.5K 0.08% 85
2025
Q4 		$353K Sell
3,144
-893
-22% -$105K 0.13% 64
2025
Q3 		$512K Sell
4,037
-211
-5% -$29.3K 0.18% 47
2025
Q2 		$618K Sell
4,248
-281
-6% -$42.3K 0.25% 34
2025
Q1 		$699K Sell
4,529
-374
-8% -$55K 0.31% 28
2024
Q4 		$687K Sell
4,903
-414
-8% -$58.8K 0.33% 27
2024
Q3 		$713K Buy
5,317
+135
+3% +$17.1K 0.34% 24
2024
Q2 		$614K Buy
5,182
+159
+3% +$19.4K 0.33% 30
2024
Q1 		$617K Buy
5,023
+384
+8% +$46.6K 0.33% 28
2023
Q4 		$553K Buy
4,639
+222
+5% +$26.3K 0.39% 23
2023
Q3 		$509K Sell
4,417
-1,820
-29% -$219K 0.4% 21
2023
Q2 		$698K Buy
6,237
+131
+2% +$14.3K 0.54% 23
2023
Q1 		$700K Buy
6,106
+235
+4% +$26.7K 0.53% 21
2022
Q4 		$678K Buy
5,871
+204
+4% +$23.9K 0.55% 23
2022
Q3 		$636K Buy
5,667
+111
+2% +$13.8K 0.53% 26
2022
Q2 		$633K Buy
5,556
+232
+4% +$29.1K 0.64% 27
2022
Q1 		$727K Sell
5,324
-10
-0.2% -$1.23K 0.65% 26
2021
Q4 		$728K Buy
+5,334
New +$659K 0.69% 25

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

Rise Advisors's PAYX Position: Q2 2026 in Review

Rise Advisors reduced its Paychex (PAYX) stake by 8.2% in Q2 2026, selling an estimated $20.3K and leaving 2,409 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #92.

Rise Advisors first reported a position in PAYX in Q4 2021 and has held it in 19 quarters since. The position peaked at $728K in Q4 2021. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Rise Advisors held 2,409 shares of Paychex worth $237K as of Q2 2026.
  • Rise Advisors sold 214 Paychex shares in Q2 2026, an estimated $20.3K.
  • Paychex made up 0.07% of Rise Advisors's portfolio in Q2 2026, its #92 holding.
  • Rise Advisors first reported a position in Paychex in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Paychex position peaked at $728K in Q4 2021.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.