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Spire Wealth Management’s Paychex PAYX Stock Holding History

Spire 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
Q2 		$104K Sell
1,053
-88
-8% -$8.33K ﹤0.01% 968
2026
Q1 		$105K Sell
1,141
-59
-5% -$5.84K ﹤0.01% 946
2025
Q4 		$135K Sell
1,200
-39
-3% -$4.57K ﹤0.01% 904
2025
Q3 		$157K Sell
1,239
-169
-12% -$23.4K 0.01% 851
2025
Q2 		$205K Sell
1,408
-451
-24% -$67.9K 0.01% 761
2025
Q1 		$287K Buy
1,859
+31
+2% +$4.56K 0.01% 726
2024
Q4 		$256K Buy
1,828
+33
+2% +$4.69K 0.01% 744
2024
Q3 		$241K Sell
1,795
-474
-21% -$60.2K 0.01% 688
2024
Q2 		$269K Sell
2,269
-123
-5% -$15K 0.01% 641
2024
Q1 		$294K Sell
2,392
-16
-0.7% -$1.94K 0.01% 671
2023
Q4 		$294K Sell
2,408
-81
-3% -$9.6K 0.01% 657
2023
Q3 		$287K Sell
2,489
-329
-12% -$39.6K 0.01% 602
2023
Q2 		$315K Sell
2,818
-437
-13% -$47.8K 0.01% 605
2023
Q1 		$373K Sell
3,255
-39,802
-92% -$4.53M 0.01% 563
2022
Q4 		$4.98M Sell
43,057
-707
-2% -$82.7K 0.28% 84
2022
Q3 		$4.91M Sell
43,764
-12,162
-22% -$1.51M 0.3% 80
2022
Q2 		$6.37M Sell
55,926
-23,772
-30% -$2.99M 0.26% 100
2022
Q1 		$10.9M Buy
79,698
+77,679
+3,847% +$9.54M 0.29% 90
2021
Q4 		$281K Buy
2,019
+275
+16% +$34K 0.01% 938
2021
Q3 		$196K Sell
1,744
-162
-8% -$18.2K 0.01% 937
2021
Q2 		$205K Sell
1,906
-123
-6% -$12.4K 0.01% 938
2021
Q1 		$199K Buy
+2,029
New +$187K 0.01% 1066

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Spire Wealth Management's PAYX Position: Q2 2026 in Review

Spire Wealth Management reduced its Paychex (PAYX) stake by 7.7% in Q2 2026, selling an estimated $8.33K and leaving 1,053 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Spire Wealth Management first reported a position in PAYX in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.9M in Q1 2022. 456 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Spire Wealth Management held 1,053 shares of Paychex worth $104K as of Q2 2026.
  • Spire Wealth Management sold 88 Paychex shares in Q2 2026, an estimated $8.33K.
  • Paychex made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #968 holding.
  • Spire Wealth Management first reported a position in Paychex in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Paychex position peaked at $10.9M in Q1 2022.
  • 456 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.