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Simplicity Wealth’s Paychex PAYX Stock Holding History

Simplicity Wealth’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 		$441K Buy
4,488
+370
+9% +$35K 0.01% 692
2026
Q1 		$379K Buy
4,118
+1,780
+76% +$176K 0.02% 524
2025
Q4 		$262K Buy
+2,338
New +$274K 0.02% 602
2024
Q3 		– Sell
-7,231
Closed -$857K – 998
2024
Q2 		$857K Sell
7,231
-948
-12% -$116K 0.02% 580
2024
Q1 		$1M Buy
+8,179
New +$993K 0.02% 515

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

Simplicity Wealth's PAYX Position: Q2 2026 in Review

Simplicity Wealth increased its Paychex (PAYX) stake by 9% in Q2 2026, buying an estimated $35K and bringing the position to 4,488 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #692.

Simplicity Wealth first reported a position in PAYX in Q1 2024 and has held it in 5 quarters since. The position peaked at $1M in Q1 2024. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Simplicity Wealth held 4,488 shares of Paychex worth $441K as of Q2 2026.
  • Simplicity Wealth bought 370 Paychex shares in Q2 2026, an estimated $35K.
  • Paychex made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #692 holding.
  • Simplicity Wealth first reported a position in Paychex in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Paychex position peaked at $1M in Q1 2024.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.