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Strategic Family Wealth Counselors’s Paychex PAYX Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-2,024
Closed -$217K – 207
2025
Q4 		$217K Buy
2,024
+2
+0.1% +$234 0.05% 205
2025
Q3 		$256K Sell
2,022
-8
-0.4% -$1.11K 0.07% 132
2025
Q2 		$295K Sell
2,030
-101
-5% -$15.2K 0.08% 120
2025
Q1 		$329K Sell
2,131
-1
-0% -$147 0.11% 107
2024
Q4 		$299K Buy
2,132
+115
+6% +$16.3K 0.1% 108
2024
Q3 		$271K Buy
2,017
+5
+0.2% +$635 0.09% 112
2024
Q2 		$239K Hold
2,012
– – 0.09% 109
2024
Q1 		$247K Hold
2,012
– – 0.1% 102
2023
Q4 		$240K Hold
2,012
– – 0.1% 102
2023
Q3 		$232K Hold
2,012
– – 0.11% 93
2023
Q2 		$225K Hold
2,012
– – 0.1% 97
2023
Q1 		$231K Sell
2,012
-7
-0.3% -$796 0.11% 95
2022
Q4 		$233K Buy
2,019
+10
+0.5% +$1.17K 0.12% 92
2022
Q3 		$225K Hold
2,009
– – 0.11% 84
2022
Q2 		$229K Buy
2,009
+9
+0.5% +$1.13K 0.11% 85
2022
Q1 		$273K Hold
2,000
– – 0.11% 79
2021
Q4 		$273K Hold
2,000
– – 0.09% 83
2021
Q3 		$225K Buy
+2,000
New +$225K 0.08% 86

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Strategic Family Wealth Counselors's PAYX Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,024 shares — an estimated $217K sold.

Strategic Family Wealth Counselors first reported a position in PAYX in Q3 2021 and held it in 18 quarters. The position peaked at $329K in Q1 2025. 1,509 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,024 Paychex shares in Q1 2026, an estimated $217K.
  • Strategic Family Wealth Counselors first reported a position in Paychex in Q3 2021 and held it in 18 quarters.
  • Strategic Family Wealth Counselors's Paychex position peaked at $329K in Q1 2025.
  • 1,509 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.