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RWA Wealth Partners’s Paychex PAYX Stock Holding History

RWA Wealth Partners’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 		$285K Sell
2,896
-3,689
-56% -$349K ﹤0.01% 574
2026
Q1 		$607K Buy
6,585
+353
+6% +$34.9K 0.01% 420
2025
Q4 		$699K Buy
6,232
+102
+2% +$11.9K 0.01% 385
2025
Q3 		$777K Buy
6,130
+410
+7% +$56.9K 0.01% 376
2025
Q2 		$832K Sell
5,720
-261
-4% -$39.3K 0.01% 358
2025
Q1 		$923K Buy
5,981
+672
+13% +$98.8K 0.01% 335
2024
Q4 		$744K Buy
5,309
+509
+11% +$72.3K 0.01% 365
2024
Q3 		$644K Buy
4,800
+1,563
+48% +$198K 0.01% 380
2024
Q2 		$384K Buy
3,237
+31
+1% +$3.79K 0.01% 418
2024
Q1 		$394K Sell
3,206
-2,196
-41% -$267K 0.01% 423
2023
Q4 		$643K Buy
5,402
+3,527
+188% +$418K 0.01% 348
2023
Q3 		$216K Buy
1,875
+19
+1% +$2.29K ﹤0.01% 351
2023
Q2 		$208K Buy
+1,856
New +$203K ﹤0.01% 314

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

RWA Wealth Partners's PAYX Position: Q2 2026 in Review

RWA Wealth Partners reduced its Paychex (PAYX) stake by 56% in Q2 2026, selling an estimated $349K and leaving 2,896 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

RWA Wealth Partners first reported a position in PAYX in Q2 2023 and has held it in 13 quarters since. The position peaked at $923K in Q1 2025. 1,527 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • RWA Wealth Partners held 2,896 shares of Paychex worth $285K as of Q2 2026.
  • RWA Wealth Partners sold 3,689 Paychex shares in Q2 2026, an estimated $349K.
  • Paychex made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #574 holding.
  • RWA Wealth Partners first reported a position in Paychex in Q2 2023 and has held it in 13 quarters since.
  • RWA Wealth Partners's Paychex position peaked at $923K in Q1 2025.
  • 1,527 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.