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SHP Wealth Management’s Paychex PAYX Stock Holding History

SHP 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
Q1 		$8.31K Buy
90
+31
+53% +$3.07K ﹤0.01% 952
2025
Q4 		$6.65K Buy
+59
New +$6.91K ﹤0.01% 927

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's PAYX Position: Q1 2026 in Review

SHP Wealth Management increased its Paychex (PAYX) stake by 53% in Q1 2026, buying an estimated $3.07K and bringing the position to 90 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

SHP Wealth Management first reported a position in PAYX in Q4 2025 and has held it in 2 quarters since. 1,509 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • SHP Wealth Management held 90 shares of Paychex worth $8.31K as of Q1 2026.
  • SHP Wealth Management bought 31 Paychex shares in Q1 2026, an estimated $3.07K.
  • Paychex made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #952 holding.
  • SHP Wealth Management first reported a position in Paychex in Q4 2025 and has held it in 2 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.