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Sheets Smith Wealth Management’s Paychex PAYX Stock Holding History

Sheets Smith Wealth Management’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 		$1.35M Sell
13,700
-1,579
-10% -$149K 0.13% 154
2026
Q1 		$1.41M Sell
15,279
-7,392
-33% -$731K 0.16% 134
2025
Q4 		$2.54M Sell
22,671
-970
-4% -$114K 0.28% 79
2025
Q3 		$3M Sell
23,641
-798
-3% -$111K 0.34% 73
2025
Q2 		$3.55M Sell
24,439
-199
-0.8% -$30K 0.42% 59
2025
Q1 		$3.8M Buy
24,638
+2
+0% +$294 0.47% 57
2024
Q4 		$3.45M Buy
24,636
+1
+0% +$142 0.42% 60
2024
Q3 		$3.31M Sell
24,635
-25,077
-50% -$3.18M 0.4% 60
2024
Q2 		$5.89M Sell
49,712
-6,998
-12% -$855K 0.7% 35
2024
Q1 		$6.96M Buy
56,710
+7,001
+14% +$850K 0.78% 33
2023
Q4 		$5.92M Sell
49,709
-13
-0% -$1.54K 0.84% 32
2023
Q3 		$5.73M Buy
49,722
+502
+1% +$60.5K 0.87% 30
2023
Q2 		$5.51M Buy
49,220
+101
+0.2% +$11K 0.8% 32
2023
Q1 		$5.63M Buy
49,119
+1
+0% +$114 0.86% 32
2022
Q4 		$5.68M Sell
49,118
-1,342
-3% -$157K 0.89% 31
2022
Q3 		$5.66M Buy
50,460
+1
+0% +$124 0.95% 25
2022
Q2 		$5.75M Sell
50,459
-170
-0.3% -$21.4K 0.95% 26
2022
Q1 		$6.91M Hold
50,629
– – 0.95% 27
2021
Q4 		$6.91M Buy
50,629
+1
+0% +$124 0.86% 31
2021
Q3 		$5.69M Sell
50,628
-82
-0.2% -$9.21K 0.77% 34
2021
Q2 		$5.44M Sell
50,710
-173
-0.3% -$17.4K 0.73% 36
2021
Q1 		$4.99M Buy
50,883
+3
+0% +$276 0.73% 38
2020
Q4 		$4.74M Sell
50,880
-36
-0.1% -$3.2K 0.72% 38
2020
Q3 		$4.06M Buy
50,916
+344
+0.7% +$25.8K 0.71% 39
2020
Q2 		$3.83M Buy
50,572
+61
+0.1% +$4.23K 0.77% 37
2020
Q1 		$3.18M Buy
50,511
+171
+0.3% +$13.7K 0.67% 35
2019
Q4 		$4.28M Hold
50,340
– – 0.82% 34
2019
Q3 		$4.17M Hold
50,340
– – 0.86% 32
2019
Q2 		$4.14M Hold
50,340
– – 0.85% 27
2019
Q1 		$4.04M Buy
50,340
+20,500
+69% +$1.51M 0.87% 27
2018
Q4 		$1.94M Buy
29,840
+5,200
+21% +$352K 0.52% 53
2018
Q3 		$1.81M Buy
+24,640
New +$1.77M 0.38% 71

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return