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Simon Quick Advisors’s Paychex PAYX Stock Holding History

Simon Quick Advisors’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 		– Sell
-2,485
Closed -$229K – 430
2026
Q1 		$229K Buy
+2,485
New +$246K 0.01% 347
2025
Q4 		– Sell
-6,126
Closed -$777K – 423
2025
Q3 		$777K Buy
6,126
+89
+1% +$12.3K 0.04% 218
2025
Q2 		$878K Sell
6,037
-1,231
-17% -$185K 0.04% 196
2025
Q1 		$1.12M Buy
7,268
+1,725
+31% +$254K 0.06% 158
2024
Q4 		$777K Buy
5,543
+183
+3% +$26K 0.05% 182
2024
Q3 		$719K Buy
5,360
+316
+6% +$40.1K 0.05% 191
2024
Q2 		$598K Buy
5,044
+1,787
+55% +$218K 0.04% 191
2024
Q1 		$400K Buy
3,257
+339
+12% +$41.1K 0.03% 241
2023
Q4 		$348K Sell
2,918
-106
-4% -$12.6K 0.03% 216
2023
Q3 		$349K Buy
3,024
+653
+28% +$78.7K 0.03% 214
2023
Q2 		$265K Sell
2,371
-207
-8% -$22.6K 0.02% 227
2023
Q1 		$295K Buy
+2,578
New +$293K 0.03% 215
2022
Q2 		– Sell
-567
Closed -$77K – 334
2022
Q1 		$77K Sell
567
-333
-37% -$40.9K 0.02% 168
2021
Q4 		$123K Buy
900
+84
+10% +$10.4K 0.03% 141
2021
Q3 		$91K Buy
816
+261
+47% +$29.3K 0.02% 181
2021
Q2 		$59K Buy
555
+4
+0.7% +$402 0.02% 219
2021
Q1 		$54K Buy
551
+3
+0.5% +$276 0.02% 240
2020
Q4 		$51K Buy
+548
New +$48.7K 0.02% 212
2020
Q1 		– Sell
-30
Closed -$3K – 647
2019
Q4 		$3K Buy
+30
New +$2.53K ﹤0.01% 559
2018
Q4 		– Sell
-509
Closed -$37K – 359
2018
Q3 		$37K Buy
509
+402
+376% +$28.9K 0.01% 197
2018
Q2 		$7K Buy
+107
New +$6.9K ﹤0.01% 280

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 $3.37T AUM 44.26% 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

Simon Quick Advisors's PAYX Position: Q2 2026 in Review

Simon Quick Advisors sold out of Paychex (PAYX) in Q2 2026, closing a stake of 2,485 shares — an estimated $229K sold.

Simon Quick Advisors first reported a position in PAYX in Q2 2018 and held it in 21 quarters. The position peaked at $1.12M in Q1 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Simon Quick Advisors reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 2,485 Paychex shares in Q2 2026, an estimated $229K.
  • Simon Quick Advisors first reported a position in Paychex in Q2 2018 and held it in 21 quarters.
  • Simon Quick Advisors's Paychex position peaked at $1.12M in Q1 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.