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 Q2	$942K	Sell	9,579 -360	-4%	-$34.1K	0.01%	363
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Paychex (PAYX) stake by 3.6% in Q2 2026, selling an estimated $34.1K and leaving 9,579 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #363.

Sagespring Wealth Partners first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Sagespring Wealth Partners held 9,579 shares of Paychex worth $942K as of Q2 2026.
Sagespring Wealth Partners sold 360 Paychex shares in Q2 2026, an estimated $34.1K.
Paychex made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #363 holding.
Sagespring Wealth Partners first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Paychex position peaked at $1.32M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.