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Rockline Wealth Management’s Paychex PAYX Stock Holding History

Rockline 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 		– Sell
-1,929
Closed -$216K – 117
2025
Q4 		$216K Hold
1,929
– – 0.04% 99
2025
Q3 		$245K Hold
1,929
– – 0.05% 88
2025
Q2 		$281K Hold
1,929
– – 0.07% 83
2025
Q1 		$298K Hold
1,929
– – 0.08% 81
2024
Q4 		$270K Hold
1,929
– – 0.07% 86
2024
Q3 		$259K Hold
1,929
– – 0.07% 89
2024
Q2 		$229K Hold
1,929
– – 0.07% 94
2024
Q1 		$237K Sell
1,929
-11
-0.6% -$1.33K 0.08% 86
2023
Q4 		$231K Buy
+1,940
New +$230K 0.1% 83

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

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

Rockline Wealth Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,929 shares — an estimated $216K sold.

Rockline Wealth Management first reported a position in PAYX in Q4 2023 and held it in 9 quarters. The position peaked at $298K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Rockline Wealth Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 1,929 Paychex shares in Q1 2026, an estimated $216K.
  • Rockline Wealth Management first reported a position in Paychex in Q4 2023 and held it in 9 quarters.
  • Rockline Wealth Management's Paychex position peaked at $298K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Rockline Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.