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Sagespring Wealth Partners’s Paychex PAYX Stock Holding History

Sagespring 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
Q1 		$916K Buy
9,939
+3,072
+45% +$304K 0.02% 344
2025
Q4 		$770K Sell
6,867
-33
-0.5% -$3.86K 0.01% 362
2025
Q3 		$875K Sell
6,900
-1,640
-19% -$228K 0.02% 323
2025
Q2 		$1.24M Sell
8,540
-10
-0.1% -$1.51K 0.03% 245
2025
Q1 		$1.32M Buy
8,550
+1,360
+19% +$200K 0.03% 204
2024
Q4 		$1.01M Buy
+7,190
New +$1.02M 0.03% 216

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

Sagespring Wealth Partners's PAYX Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Paychex (PAYX) stake by 45% in Q1 2026, buying an estimated $304K and bringing the position to 9,939 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #344.

Sagespring Wealth Partners first reported a position in PAYX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Sagespring Wealth Partners held 9,939 shares of Paychex worth $916K as of Q1 2026.
  • Sagespring Wealth Partners bought 3,072 Paychex shares in Q1 2026, an estimated $304K.
  • Paychex made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #344 holding.
  • Sagespring Wealth Partners first reported a position in Paychex in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Paychex position peaked at $1.32M in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.