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Sound View Wealth Advisors Group’s Paychex PAYX Stock Holding History

Sound View Wealth Advisors Group’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 		$1.02M Buy
11,048
+1,031
+10% +$102K 0.07% 188
2025
Q4 		$1.12M Buy
10,017
+165
+2% +$19.3K 0.08% 178
2025
Q3 		$1.25M Sell
9,852
-644
-6% -$89.3K 0.09% 176
2025
Q2 		$1.53M Sell
10,496
-117
-1% -$17.6K 0.11% 149
2025
Q1 		$1.64M Buy
10,613
+168
+2% +$24.7K 0.13% 136
2024
Q4 		$1.46M Buy
10,445
+148
+1% +$21K 0.12% 145
2024
Q3 		$1.38M Buy
10,297
+227
+2% +$28.8K 0.11% 155
2024
Q2 		$1.19M Sell
10,070
-259
-3% -$31.6K 0.12% 147
2024
Q1 		$1.27M Sell
10,329
-232
-2% -$28.2K 0.14% 145
2023
Q4 		$1.26M Buy
10,561
+72
+0.7% +$8.53K 0.14% 140
2023
Q3 		$1.21M Buy
10,489
+25
+0.2% +$3.01K 0.15% 129
2023
Q2 		$1.17M Sell
10,464
-160
-2% -$17.5K 0.15% 126
2023
Q1 		$1.22M Buy
10,624
+63
+0.6% +$7.17K 0.17% 124
2022
Q4 		$1.26M Buy
10,561
+403
+4% +$47.2K 0.14% 140
2022
Q3 		$1.14M Sell
10,158
-66
-0.6% -$8.18K 0.26% 98
2022
Q2 		$1.16M Sell
10,224
-36
-0.4% -$4.52K 0.24% 101
2022
Q1 		$1.4M Sell
10,260
-10
-0.1% -$1.23K 0.27% 95
2021
Q4 		$1.4M Buy
10,270
+920
+10% +$114K 0.27% 94
2021
Q3 		$1.05M Sell
9,350
-423
-4% -$47.5K 0.22% 110
2021
Q2 		$1.05M Hold
9,773
– – 0.22% 110
2021
Q1 		$958K Sell
9,773
-481
-5% -$44.3K 0.22% 103
2020
Q4 		$955K Buy
10,254
+129
+1% +$11.5K 0.23% 102
2020
Q3 		$808K Sell
10,125
-577
-5% -$43.3K 0.21% 109
2020
Q2 		$811K Buy
10,702
+517
+5% +$35.8K 0.23% 104
2020
Q1 		$641K Buy
10,185
+45
+0.4% +$3.6K 0.22% 103
2019
Q4 		$863K Sell
10,140
-859
-8% -$72.5K 0.24% 101
2019
Q3 		$910K Sell
10,999
-272
-2% -$22.6K 0.27% 96
2019
Q2 		$927K Buy
+11,271
New +$950K 0.27% 96

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

Sound View Wealth Advisors Group's PAYX Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Paychex (PAYX) stake by 10% in Q1 2026, buying an estimated $102K and bringing the position to 11,048 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #188.

Sound View Wealth Advisors Group first reported a position in PAYX in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.64M in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Sound View Wealth Advisors Group held 11,048 shares of Paychex worth $1.02M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1,031 Paychex shares in Q1 2026, an estimated $102K.
  • Paychex made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #188 holding.
  • Sound View Wealth Advisors Group first reported a position in Paychex in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Paychex position peaked at $1.64M in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.