SWP
PAYX icon

Stratos Wealth Partners’s Paychex PAYX Stock Holding History

Stratos 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 		$2.04M Buy
22,128
+2,743
+14% +$271K 0.02% 562
2025
Q4 		$2.17M Buy
19,385
+3,995
+26% +$468K 0.02% 524
2025
Q3 		$1.95M Buy
15,390
+3,668
+31% +$509K 0.02% 539
2025
Q2 		$1.71M Sell
11,722
-923
-7% -$139K 0.02% 543
2025
Q1 		$1.95M Buy
12,645
+2,137
+20% +$314K 0.03% 454
2024
Q4 		$1.47M Buy
10,508
+225
+2% +$32K 0.02% 558
2024
Q3 		$1.38M Buy
10,283
+639
+7% +$81.1K 0.02% 564
2024
Q2 		$1.14M Sell
9,644
-1,064
-10% -$130K 0.02% 597
2024
Q1 		$1.31M Sell
10,708
-341
-3% -$41.4K 0.02% 558
2023
Q4 		$1.32M Buy
11,049
+50
+0.5% +$5.92K 0.02% 522
2023
Q3 		$1.27M Buy
10,999
+267
+2% +$32.2K 0.03% 488
2023
Q2 		$1.2M Buy
10,732
+374
+4% +$40.9K 0.03% 479
2023
Q1 		$1.19M Sell
10,358
-2,770
-21% -$315K 0.03% 438
2022
Q4 		$1.52M Buy
13,128
+2,371
+22% +$277K 0.04% 405
2022
Q3 		$1.21M Buy
10,757
+563
+6% +$69.8K 0.03% 434
2022
Q2 		$1.16M Sell
10,194
-145
-1% -$18.2K 0.03% 463
2022
Q1 		$1.41M Buy
10,339
+228
+2% +$28K 0.03% 458
2021
Q4 		$1.38M Buy
10,111
+652
+7% +$80.6K 0.03% 472
2021
Q3 		$1.06M Buy
9,459
+112
+1% +$12.6K 0.03% 506
2021
Q2 		$1M Sell
9,347
-1,655
-15% -$166K 0.03% 547
2021
Q1 		$1.08M Sell
11,002
-909
-8% -$83.7K 0.03% 476
2020
Q4 		$1.11M Sell
11,911
-646
-5% -$57.4K 0.03% 418
2020
Q3 		$1M Sell
12,557
-1,127
-8% -$84.6K 0.03% 400
2020
Q2 		$1.04M Sell
13,684
-1,998
-13% -$138K 0.04% 372
2020
Q1 		$987K Buy
15,682
+585
+4% +$46.7K 0.05% 332
2019
Q4 		$1.28M Sell
15,097
-109
-0.7% -$9.2K 0.05% 323
2019
Q3 		$1.26M Buy
15,206
+256
+2% +$21.3K 0.05% 320
2019
Q2 		$1.23M Sell
14,950
-3,378
-18% -$285K 0.05% 310
2019
Q1 		$1.47M Sell
18,328
-12
-0.1% -$885 0.07% 289
2018
Q4 		$1.2M Sell
18,340
-1,120
-6% -$75.9K 0.06% 294
2018
Q3 		$1.43M Sell
19,460
-7,542
-28% -$542K 0.06% 272
2018
Q2 		$1.85M Sell
27,002
-1,539
-5% -$99.3K 0.08% 247
2018
Q1 		$1.76M Sell
28,541
-101
-0.4% -$6.67K 0.07% 254
2017
Q4 		$1.95M Hold
28,642
– – 0.09% 235
2017
Q3 		$1.72M Buy
28,642
+519
+2% +$29.6K 0.08% 243
2017
Q2 		$1.6M Buy
28,123
+1,608
+6% +$94.4K 0.08% 226
2017
Q1 		$1.56M Buy
26,515
+3,426
+15% +$208K 0.09% 210
2016
Q4 		$1.41M Buy
23,089
+3,547
+18% +$204K 0.09% 213
2016
Q3 		$1.13M Buy
19,542
+1,668
+9% +$100K 0.08% 227
2016
Q2 		$1.06M Buy
17,874
+1,528
+9% +$81.9K 0.08% 211
2016
Q1 		$883K Sell
16,346
-7,745
-32% -$390K 0.08% 202
2015
Q4 		$1.27M Buy
24,091
+7,626
+46% +$399K 0.11% 152
2015
Q3 		$784K Sell
16,465
-331
-2% -$15.4K 0.1% 181
2015
Q2 		$787K Sell
16,796
-4,690
-22% -$229K 0.1% 182
2015
Q1 		$1.07M Buy
21,486
+10,005
+87% +$486K 0.13% 162
2014
Q4 		$530K Buy
11,481
+2,825
+33% +$130K 0.1% 227
2014
Q3 		$382K Sell
8,656
-3,650
-30% -$153K 0.09% 190
2014
Q2 		$511K Buy
+12,306
New +$506K 0.17% 152

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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Stratos Wealth Partners increased its Paychex (PAYX) stake by 14% in Q1 2026, buying an estimated $271K and bringing the position to 22,128 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #562.

Stratos Wealth Partners first reported a position in PAYX in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.17M in Q4 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Stratos Wealth Partners held 22,128 shares of Paychex worth $2.04M as of Q1 2026.
  • Stratos Wealth Partners bought 2,743 Paychex shares in Q1 2026, an estimated $271K.
  • Paychex made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #562 holding.
  • Stratos Wealth Partners first reported a position in Paychex in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Paychex position peaked at $2.17M in Q4 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.