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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
Q2 		$484K Sell
4,922
-1,133
-19% -$107K 0.01% 791
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 $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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's PAYX Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Paychex (PAYX) stake by 19% in Q2 2026, selling an estimated $107K and leaving 4,922 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #791.

Savvy Advisors Inc first reported a position in PAYX in Q2 2024 and has held it in 9 quarters since. The position peaked at $570K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Savvy Advisors Inc held 4,922 shares of Paychex worth $484K as of Q2 2026.
  • Savvy Advisors Inc sold 1,133 Paychex shares in Q2 2026, an estimated $107K.
  • Paychex made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #791 holding.
  • Savvy Advisors Inc first reported a position in Paychex in Q2 2024 and has held it in 9 quarters since.
  • Savvy Advisors Inc's Paychex position peaked at $570K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.