UAS
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United Asset Strategies’s Paychex PAYX Stock Holding History

United Asset Strategies’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 		$1.7M Sell
17,244
-74
-0.4% -$7K 0.12% 112
2026
Q1 		$1.6M Buy
17,318
+777
+5% +$76.9K 0.13% 109
2025
Q4 		$1.86M Buy
16,541
+206
+1% +$24.1K 0.14% 104
2025
Q3 		$2.07M Sell
16,335
-16
-0.1% -$2.22K 0.17% 101
2025
Q2 		$2.38M Sell
16,351
-307
-2% -$46.2K 0.2% 90
2025
Q1 		$2.57M Sell
16,658
-1,017
-6% -$150K 0.24% 83
2024
Q4 		$2.48M Buy
17,675
+576
+3% +$81.8K 0.23% 83
2024
Q3 		$2.29M Buy
17,099
+747
+5% +$94.9K 0.21% 91
2024
Q2 		$1.94M Buy
16,352
+115
+0.7% +$14.1K 0.19% 99
2024
Q1 		$1.99M Buy
16,237
+1,152
+8% +$140K 0.2% 96
2023
Q4 		$1.8M Buy
15,085
+1,316
+10% +$156K 0.2% 93
2023
Q3 		$1.59M Buy
13,769
+217
+2% +$26.2K 0.21% 104
2023
Q2 		$1.52M Sell
13,552
-1,931
-12% -$211K 0.19% 107
2023
Q1 		$1.77M Sell
15,483
-1,712
-10% -$195K 0.23% 91
2022
Q4 		$1.99M Buy
17,195
+2,168
+14% +$254K 0.28% 78
2022
Q3 		$1.69M Buy
15,027
+1,164
+8% +$144K 0.26% 85
2022
Q2 		$1.58M Buy
13,863
+722
+5% +$90.7K 0.23% 86
2022
Q1 		$1.79M Buy
13,141
+81
+0.6% +$9.94K 0.23% 85
2021
Q4 		$1.78M Sell
13,060
-339
-3% -$41.9K 0.21% 85
2021
Q3 		$1.51M Sell
13,399
-733
-5% -$82.3K 0.19% 92
2021
Q2 		$1.52M Buy
14,132
+56
+0.4% +$5.63K 0.2% 89
2021
Q1 		$1.38M Sell
14,076
-604
-4% -$55.6K 0.2% 89
2020
Q4 		$1.37M Buy
14,680
+707
+5% +$62.8K 0.22% 87
2020
Q3 		$1.11M Sell
13,973
-1,306
-9% -$98.1K 0.21% 89
2020
Q2 		$1.16M Buy
15,279
+452
+3% +$31.3K 0.23% 85
2020
Q1 		$933K Sell
14,827
-117
-0.8% -$9.35K 0.23% 86
2019
Q4 		$1.27M Buy
14,944
+372
+3% +$31.4K 0.25% 90
2019
Q3 		$1.21M Buy
14,572
+112
+0.8% +$9.31K 0.26% 90
2019
Q2 		$1.19M Sell
14,460
-63
-0.4% -$5.31K 0.27% 90
2019
Q1 		$1.17M Sell
14,523
-1,029
-7% -$75.9K 0.27% 93
2018
Q4 		$1.01M Sell
15,552
-1,756
-10% -$119K 0.28% 83
2018
Q3 		$1.27M Sell
17,308
-291
-2% -$20.9K 0.3% 79
2018
Q2 		$1.2M Sell
17,599
-1,885
-10% -$122K 0.32% 78
2018
Q1 		$1.2M Sell
19,484
-487
-2% -$32.2K 0.35% 73
2017
Q4 		$1.36M Buy
19,971
+31
+0.2% +$2.03K 0.36% 73
2017
Q3 		$1.2M Sell
19,940
-739
-4% -$42.2K 0.68% 40
2017
Q2 		$1.18M Buy
20,679
+1,038
+5% +$60.9K 0.35% 69
2017
Q1 		$1.16M Sell
19,641
-105
-0.5% -$6.38K 0.35% 70
2016
Q4 		$1.2M Buy
19,746
+1,261
+7% +$72.7K 0.39% 68
2016
Q3 		$1.07M Buy
18,485
+89
+0.5% +$5.34K 0.37% 67
2016
Q2 		$1.09M Buy
18,396
+2,682
+17% +$144K 0.41% 62
2016
Q1 		$849K Sell
15,714
-1,410
-8% -$71K 0.38% 63
2015
Q4 		$906K Sell
17,124
-381
-2% -$19.9K 0.39% 61
2015
Q3 		$834K Buy
17,505
+127
+0.7% +$5.92K 0.38% 64
2015
Q2 		$815K Buy
17,378
+1,604
+10% +$78.4K 0.36% 74
2015
Q1 		$763K Sell
15,774
-1,665
-10% -$80.9K 0.35% 71
2014
Q4 		$805K Buy
17,439
+460
+3% +$21.2K 0.34% 72
2014
Q3 		$750K Buy
16,979
+1,121
+7% +$47.1K 0.34% 75
2014
Q2 		$659K Sell
15,858
-124
-0.8% -$5.1K 0.32% 73
2014
Q1 		$681K Buy
15,982
+3,935
+33% +$167K 0.39% 63
2013
Q4 		$548K Buy
12,047
+2,113
+21% +$90.2K 0.38% 56
2013
Q3 		$404K Sell
9,934
-10,796
-52% -$427K 0.26% 70
2013
Q2 		$757K Buy
+20,730
New +$763K 0.5% 61

Other funds holding PAYX

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

United Asset Strategies's PAYX Position: Q2 2026 in Review

United Asset Strategies reduced its Paychex (PAYX) stake by 0.43% in Q2 2026, selling an estimated $7K and leaving 17,244 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #112.

United Asset Strategies first reported a position in PAYX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.57M in Q1 2025. 596 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • United Asset Strategies held 17,244 shares of Paychex worth $1.7M as of Q2 2026.
  • United Asset Strategies sold 74 Paychex shares in Q2 2026, an estimated $7K.
  • Paychex made up 0.12% of United Asset Strategies's portfolio in Q2 2026, its #112 holding.
  • United Asset Strategies first reported a position in Paychex in Q2 2013 and has held it in 53 quarters since.
  • United Asset Strategies's Paychex position peaked at $2.57M in Q1 2025.
  • 596 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.