Steward Partners Investment Advisory’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.26M Buy
43,358
+1,517
+4% +$144K 0.02% 620
2026
Q1
$3.85M Sell
41,841
-1,524
-4% -$151K 0.02% 606
2025
Q4
$4.86M Sell
43,365
-2,110
-5% -$247K 0.03% 479
2025
Q3
$5.76M Buy
45,475
+1,258
+3% +$175K 0.03% 436
2025
Q2
$6.43M Buy
44,217
+3,138
+8% +$472K 0.05% 364
2025
Q1
$6.34M Buy
41,079
+889
+2% +$131K 0.06% 335
2024
Q4
$5.64M Buy
40,190
+3,140
+8% +$446K 0.05% 344
2024
Q3
$4.97M Buy
37,050
+4,910
+15% +$623K 0.05% 361
2024
Q2
$3.81M Sell
32,140
-315
-1% -$38.5K 0.04% 398
2024
Q1
$3.99M Buy
32,455
+194
+0.6% +$23.5K 0.04% 385
2023
Q4
$3.84M Sell
32,261
-285
-0.9% -$33.8K 0.05% 339
2023
Q3
$3.75M Sell
32,546
-10,938
-25% -$1.32M 0.06% 315
2023
Q2
$4.86M Sell
43,484
-160
-0.4% -$17.5K 0.07% 268
2023
Q1
$5M Buy
43,644
+1,737
+4% +$198K 0.08% 252
2022
Q4
$4.84M Buy
41,907
+831
+2% +$97.3K 0.08% 254
2022
Q3
$4.61M Sell
41,076
-143
-0.3% -$17.7K 0.09% 254
2022
Q2
$4.69M Sell
41,219
-358
-0.9% -$45K 0.09% 252
2022
Q1
$5.67M Buy
41,577
+8
+0% +$982 0.09% 236
2021
Q4
$5.67M Buy
41,569
+869
+2% +$107K 0.09% 243
2021
Q3
$4.58M Buy
40,700
+813
+2% +$91.3K 0.08% 266
2021
Q2
$4.28M Sell
39,887
-12,174
-23% -$1.22M 0.07% 276
2021
Q1
$5.1M Buy
52,061
+11,739
+29% +$1.08M 0.09% 235
2020
Q4
$3.76M Buy
40,322
+10,945
+37% +$972K 0.08% 250
2020
Q3
$2.34M Buy
29,377
+810
+3% +$60.8K 0.06% 294
2020
Q2
$2.16M Buy
28,567
+5,527
+24% +$383K 0.06% 295
2020
Q1
$1.45M Buy
23,040
+1,477
+7% +$118K 0.05% 313
2019
Q4
$1.83M Buy
21,563
+742
+4% +$62.6K 0.05% 321
2019
Q3
$1.72M Buy
20,821
+30
+0.1% +$2.49K 0.06% 299
2019
Q2
$1.71M Sell
20,791
-550
-3% -$46.4K 0.06% 286
2019
Q1
$1.71M Buy
21,341
+848
+4% +$62.5K 0.07% 261
2018
Q4
$1.33M Buy
20,493
+763
+4% +$51.7K 0.07% 286
2018
Q3
$1.45M Buy
19,730
+2,913
+17% +$209K 0.07% 274
2018
Q2
$1.15M Buy
16,817
+4,361
+35% +$281K 0.07% 273
2018
Q1
$767K Buy
12,456
+1,145
+10% +$75.7K 0.05% 315
2017
Q4
$770K Buy
11,311
+612
+6% +$40.2K 0.06% 275
2017
Q3
$641K Buy
10,699
+1,113
+12% +$63.6K 0.07% 255
2017
Q2
$545K Buy
9,586
+8,362
+683% +$491K 0.06% 260
2017
Q1
$72K Buy
+1,224
New +$74.4K 0.01% 481

Other funds holding PAYX

Steward Partners Investment Advisory's PAYX Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Paychex (PAYX) stake by 3.6% in Q2 2026, buying an estimated $144K and bringing the position to 43,358 shares worth $4.26M. The position accounts for 0.02% of the portfolio, ranked #620.

Steward Partners Investment Advisory first reported a position in PAYX in Q1 2017 and has held it in 38 quarters since. The position peaked at $6.43M in Q2 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Steward Partners Investment Advisory held 43,358 shares of Paychex worth $4.26M as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,517 Paychex shares in Q2 2026, an estimated $144K.
  • Paychex made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #620 holding.
  • Steward Partners Investment Advisory first reported a position in Paychex in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Paychex position peaked at $6.43M in Q2 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.