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Soltis Investment Advisors’s Paychex PAYX Stock Holding History

Soltis Investment 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
Q1 		$11.4M Buy
124,167
+57,777
+87% +$5.72M 0.72% 22
2025
Q4 		$7.45M Buy
66,390
+19,310
+41% +$2.26M 0.49% 47
2025
Q3 		$5.97M Buy
47,080
+31,028
+193% +$4.3M 0.41% 62
2025
Q2 		$2.33M Buy
16,052
+832
+5% +$125K 0.18% 116
2025
Q1 		$2.35M Sell
15,220
-196
-1% -$28.8K 0.21% 114
2024
Q4 		$2.16M Buy
15,416
+13,854
+887% +$1.97M 0.2% 118
2024
Q3 		$210K Buy
+1,562
New +$198K 0.02% 342
2024
Q1 		– Sell
-3,434
Closed -$409K – 307
2023
Q4 		$409K Sell
3,434
-70
-2% -$8.29K 0.05% 202
2023
Q3 		$404K Buy
3,504
+205
+6% +$24.7K 0.05% 186
2023
Q2 		$369K Sell
3,299
-64
-2% -$7K 0.04% 195
2023
Q1 		$385K Sell
3,363
-80
-2% -$9.1K 0.05% 186
2022
Q4 		$398K Buy
+3,443
New +$403K 0.05% 180
2022
Q1 		– Sell
-1,666
Closed -$227K – 266
2021
Q4 		$227K Buy
+1,666
New +$206K 0.03% 240
2021
Q2 		– Sell
-9,353
Closed -$917K – 249
2021
Q1 		$917K Sell
9,353
-1,209
-11% -$111K 0.17% 106
2020
Q4 		$984K Buy
10,562
+1,936
+22% +$172K 0.18% 94
2020
Q3 		$688K Buy
8,626
+2,145
+33% +$161K 0.16% 108
2020
Q2 		$491K Buy
+6,481
New +$449K 0.13% 119

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Soltis Investment Advisors's PAYX Position: Q1 2026 in Review

Soltis Investment Advisors increased its Paychex (PAYX) stake by 87% in Q1 2026, buying an estimated $5.72M and bringing the position to 124,167 shares worth $11.4M. The position accounts for 0.72% of the portfolio, ranked #22.

Soltis Investment Advisors first reported a position in PAYX in Q2 2020 and has held it in 17 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Soltis Investment Advisors held 124,167 shares of Paychex worth $11.4M as of Q1 2026.
  • Soltis Investment Advisors bought 57,777 Paychex shares in Q1 2026, an estimated $5.72M.
  • Paychex made up 0.72% of Soltis Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Soltis Investment Advisors first reported a position in Paychex in Q2 2020 and has held it in 17 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.