Strategic Wealth Partners’s Paychex PAYX Stock Holding History

Strategic Wealth Partners’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	$9.05K	Hold	92	–	–	﹤0.01%	942
2026 Q1	$8.47K	Hold	92	–	–	﹤0.01%	926
2025 Q4	$10.3K	Hold	92	–	–	﹤0.01%	887
2025 Q3	$11.7K	Hold	92	–	–	﹤0.01%	862
2025 Q2	$13.4K	Buy	+92	New	+$13.9K	﹤0.01%	740
2019 Q2	–	Sell	-88	Closed	-$7K	–	799
2019 Q1	$7K	Hold	88	–	–	﹤0.01%	597
2018 Q4	$6K	Hold	88	–	–	﹤0.01%	545
2018 Q3	$6K	Hold	88	–	–	﹤0.01%	542
2018 Q2	$6K	Sell	88 -203	-70%	-$13.1K	﹤0.01%	618
2018 Q1	$18K	Sell	291 -64	-18%	-$4.23K	0.01%	386
2017 Q4	$23K	Buy	+355	New	+$23.3K	0.01%	313

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Strategic Wealth Partners's PAYX Position: Q2 2026 in Review

Strategic Wealth Partners held its Paychex (PAYX) position steady in Q2 2026 at 92 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Strategic Wealth Partners first reported a position in PAYX in Q4 2017 and has held it in 11 quarters since. The position peaked at $23K in Q4 2017. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Strategic Wealth Partners held 92 shares of Paychex worth $9.05K as of Q2 2026.
Strategic Wealth Partners left its Paychex share count unchanged in Q2 2026.
Paychex made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #942 holding.
Strategic Wealth Partners first reported a position in Paychex in Q4 2017 and has held it in 11 quarters since.
Strategic Wealth Partners's Paychex position peaked at $23K in Q4 2017.
1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.