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Savvy Advisors Inc’s Paychex PAYX Stock Holding History

Savvy Advisors Inc’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 		$558K Buy
6,055
+975
+19% +$96.5K 0.01% 624
2025
Q4 		$570K Buy
5,080
+1,448
+40% +$169K 0.02% 528
2025
Q3 		$460K Buy
3,632
+79
+2% +$11K 0.02% 450
2025
Q2 		$517K Buy
3,553
+712
+25% +$107K 0.03% 341
2025
Q1 		$438K Sell
2,841
-102
-3% -$15K 0.04% 310
2024
Q4 		$413K Buy
2,943
+223
+8% +$31.7K 0.05% 276
2024
Q3 		$365K Buy
2,720
+623
+30% +$79.1K 0.07% 227
2024
Q2 		$249K Buy
+2,097
New +$256K 0.08% 241

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

Savvy Advisors Inc's PAYX Position: Q1 2026 in Review

Savvy Advisors Inc increased its Paychex (PAYX) stake by 19% in Q1 2026, buying an estimated $96.5K and bringing the position to 6,055 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #624.

Savvy Advisors Inc first reported a position in PAYX in Q2 2024 and has held it in 8 quarters since. The position peaked at $570K in Q4 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Savvy Advisors Inc held 6,055 shares of Paychex worth $558K as of Q1 2026.
  • Savvy Advisors Inc bought 975 Paychex shares in Q1 2026, an estimated $96.5K.
  • Paychex made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #624 holding.
  • Savvy Advisors Inc first reported a position in Paychex in Q2 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's Paychex position peaked at $570K in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.