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 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 $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's PAYX Position: Q1 2026 in Review

Strategic Wealth Partners held its Paychex (PAYX) position steady in Q1 2026 at 92 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Strategic Wealth Partners first reported a position in PAYX in Q4 2017 and has held it in 10 quarters since. The position peaked at $23K in Q4 2017. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Strategic Wealth Partners held 92 shares of Paychex worth $8.47K as of Q1 2026.
Strategic Wealth Partners left its Paychex share count unchanged in Q1 2026.
Paychex made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #926 holding.
Strategic Wealth Partners first reported a position in Paychex in Q4 2017 and has held it in 10 quarters since.
Strategic Wealth Partners's Paychex position peaked at $23K in Q4 2017.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.