True Wealth Design’s Paychex PAYX Stock Holding History

True Wealth Design’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	$122K	Buy	1,244 +426	+52%	+$40.3K	0.03%	204
2026 Q1	$75.4K	Buy	818 +795	+3,457%	+$78.7K	0.02%	286
2025 Q4	$2.58K	Sell	23 -4	-15%	-$468	﹤0.01%	1355
2025 Q3	$3.44K	Sell	27 -28	-51%	-$3.88K	﹤0.01%	1241
2025 Q2	$8.02K	Buy	55 +17	+45%	+$2.56K	﹤0.01%	653
2025 Q1	$5.88K	Buy	38 +19	+100%	+$2.79K	﹤0.01%	634
2024 Q4	$2.68K	Buy	19 +6	+46%	+$852	﹤0.01%	668
2024 Q3	$1.75K	Hold	13	–	–	﹤0.01%	826
2024 Q2	$1.54K	Buy	13 +3	+30%	+$367	﹤0.01%	408
2024 Q1	$1.23K	Buy	10 +5	+100%	+$607	﹤0.01%	419
2023 Q4	$596	Hold	5	–	–	﹤0.01%	435
2023 Q3	$577	Hold	5	–	–	﹤0.01%	398
2023 Q2	$560	Hold	5	–	–	﹤0.01%	413
2023 Q1	$573	Hold	5	–	–	﹤0.01%	496
2022 Q4	$578	Buy	+5	New	+$585	﹤0.01%	428

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

True Wealth Design's PAYX Position: Q2 2026 in Review

True Wealth Design increased its Paychex (PAYX) stake by 52% in Q2 2026, buying an estimated $40.3K and bringing the position to 1,244 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #204.

True Wealth Design first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. 451 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

True Wealth Design held 1,244 shares of Paychex worth $122K as of Q2 2026.
True Wealth Design bought 426 Paychex shares in Q2 2026, an estimated $40.3K.
Paychex made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #204 holding.
True Wealth Design first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
451 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.