U.S. Capital Wealth Advisors’s Paychex PAYX Stock Holding History

U.S. Capital Wealth Advisors’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	$10.6M	Buy	115,318 +22,212	+24%	+$2.2M	0.27%	85
2025 Q4	$10.4M	Buy	93,106 +10,393	+13%	+$1.22M	0.27%	87
2025 Q3	$10.5M	Buy	82,713 +2,759	+3%	+$383K	0.28%	88
2025 Q2	$11.6M	Buy	79,954 +3,043	+4%	+$458K	0.34%	67
2025 Q1	$11.9M	Buy	76,911 +2,127	+3%	+$313K	0.36%	62
2024 Q4	$10.5M	Sell	74,784 -64	-0.1%	-$9.09K	0.32%	64
2024 Q3	$10M	Sell	74,848 -2,851	-4%	-$362K	0.35%	67
2024 Q2	$9.21M	Buy	77,699 +4,060	+6%	+$496K	0.35%	65
2024 Q1	$9.04M	Buy	73,639 +2,594	+4%	+$315K	0.35%	64
2023 Q4	$8.46M	Buy	71,045 +1,504	+2%	+$178K	0.34%	69
2023 Q3	$8.02M	Sell	69,541 -3,547	-5%	-$427K	0.36%	59
2023 Q2	$8.18M	Buy	73,088 +5,143	+8%	+$562K	0.39%	59
2023 Q1	$7.79M	Buy	67,945 +5,626	+9%	+$640K	0.36%	63
2022 Q4	$7.2M	Buy	62,319 +3,949	+7%	+$462K	0.33%	63
2022 Q3	$6.55M	Buy	58,370 +1,685	+3%	+$209K	0.33%	66
2022 Q2	$6.46M	Buy	56,685 +3,718	+7%	+$467K	0.28%	73
2022 Q1	$7.23M	Buy	52,967 +6,742	+15%	+$828K	0.26%	81
2021 Q4	$6.31M	Sell	46,225 -1,901	-4%	-$235K	0.25%	90
2021 Q3	$5.41M	Buy	+48,126	New	+$5.41M	0.23%	106

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

U.S. Capital Wealth Advisors's PAYX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Paychex (PAYX) stake by 24% in Q1 2026, buying an estimated $2.2M and bringing the position to 115,318 shares worth $10.6M. The position accounts for 0.27% of the portfolio, ranked #85.

U.S. Capital Wealth Advisors first reported a position in PAYX in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

U.S. Capital Wealth Advisors held 115,318 shares of Paychex worth $10.6M as of Q1 2026.
U.S. Capital Wealth Advisors bought 22,212 Paychex shares in Q1 2026, an estimated $2.2M.
Paychex made up 0.27% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #85 holding.
U.S. Capital Wealth Advisors first reported a position in Paychex in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Paychex position peaked at $11.9M in Q1 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.