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Triad Wealth Partners’s Paychex PAYX Stock Holding History

Triad 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 		$257K Buy
+2,181
New +$206K 0.02% 479
2024
Q3 		– Sell
-6
Closed -$711 – 646
2024
Q2 		$711 Buy
+6
New +$733 ﹤0.01% 906

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Triad Wealth Partners opened a new position in Paychex (PAYX) in Q2 2026: 2,181 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #479 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in PAYX as recently as Q2 2024.

Triad Wealth Partners first reported a position in PAYX in Q2 2024 and has held it in 2 quarters since. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Triad Wealth Partners held 2,181 shares of Paychex worth $257K as of Q2 2026.
  • Paychex was a new Triad Wealth Partners position in Q2 2026.
  • Paychex made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #479 holding.
  • Triad Wealth Partners first reported a position in Paychex in Q2 2024 and has held it in 2 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.