RWM
PAYX icon

Ritholtz Wealth Management’s Paychex PAYX Stock Holding History

Ritholtz Wealth 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 		$1.21M Buy
13,186
+3,853
+41% +$381K 0.02% 502
2025
Q4 		$1.05M Sell
9,333
-12,433
-57% -$1.46M 0.02% 509
2025
Q3 		$2.76M Sell
21,766
-2,112
-9% -$293K 0.05% 248
2025
Q2 		$3.47M Buy
23,878
+1,604
+7% +$241K 0.08% 171
2025
Q1 		$3.44M Buy
22,274
+2,982
+15% +$439K 0.1% 140
2024
Q4 		$2.71M Buy
19,292
+96
+0.5% +$13.6K 0.08% 172
2024
Q3 		$2.58M Sell
19,196
-60
-0.3% -$7.62K 0.08% 181
2024
Q2 		$2.28M Sell
19,256
-5,311
-22% -$649K 0.08% 177
2024
Q1 		$3.02M Buy
24,567
+321
+1% +$39K 0.1% 133
2023
Q4 		$2.89M Buy
24,246
+323
+1% +$38.3K 0.11% 112
2023
Q3 		$2.76M Buy
23,923
+4,917
+26% +$593K 0.12% 103
2023
Q2 		$2.13M Buy
19,006
+10,092
+113% +$1.1M 0.1% 127
2023
Q1 		$1.02M Sell
8,914
-19,160
-68% -$2.18M 0.05% 257
2022
Q4 		$3.24M Buy
28,074
+14,808
+112% +$1.73M 0.18% 84
2022
Q3 		$1.49M Buy
13,266
+5,598
+73% +$694K 0.08% 180
2022
Q2 		$873K Buy
7,668
+1,518
+25% +$191K 0.06% 205
2022
Q1 		$839K Buy
6,150
+1,768
+40% +$217K 0.06% 215
2021
Q4 		$598K Buy
4,382
+2,288
+109% +$283K 0.04% 261
2021
Q3 		$235K Buy
+2,094
New +$235K 0.02% 428

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

Ritholtz Wealth Management's PAYX Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Paychex (PAYX) stake by 41% in Q1 2026, buying an estimated $381K and bringing the position to 13,186 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #502.

Ritholtz Wealth Management first reported a position in PAYX in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.47M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Ritholtz Wealth Management held 13,186 shares of Paychex worth $1.21M as of Q1 2026.
  • Ritholtz Wealth Management bought 3,853 Paychex shares in Q1 2026, an estimated $381K.
  • Paychex made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #502 holding.
  • Ritholtz Wealth Management first reported a position in Paychex in Q3 2021 and has held it in 19 quarters since.
  • Ritholtz Wealth Management's Paychex position peaked at $3.47M in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.