United Capital Financial Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5M | Buy |
54,228
+1,043
| +2% | +$103K | 0.03% | 358 |
|
|
2025
Q4 | $5.97M | Sell |
53,185
-50
| -0.1% | -$5.85K | 0.04% | 325 |
|
|
2025
Q3 | $6.75M | Sell |
53,235
-1,731
| -3% | -$240K | 0.05% | 257 |
|
|
2025
Q2 | $8M | Sell |
54,966
-922
| -2% | -$139K | 0.06% | 227 |
|
|
2025
Q1 | $8.62M | Sell |
55,888
-1,295
| -2% | -$190K | 0.07% | 205 |
|
|
2024
Q4 | $8.02M | Sell |
57,183
-766
| -1% | -$109K | 0.07% | 206 |
|
|
2024
Q3 | $7.78M | Sell |
57,949
-1,444
| -2% | -$183K | 0.06% | 208 |
|
|
2024
Q2 | $7.04M | Sell |
59,393
-18,255
| -24% | -$2.23M | 0.06% | 217 |
|
|
2024
Q1 | $9.54M | Sell |
77,648
-3,308
| -4% | -$401K | 0.08% | 186 |
|
|
2023
Q4 | $9.64M | Sell |
80,956
-101,546
| -56% | -$12M | 0.08% | 194 |
|
|
2023
Q3 | $21M | Sell |
182,502
-16,251
| -8% | -$1.96M | 0.14% | 148 |
|
|
2023
Q2 | $22.2M | Buy |
198,753
+7,344
| +4% | +$803K | 0.12% | 155 |
|
|
2023
Q1 | $21.9M | Sell |
191,409
-3,182
| -2% | -$362K | 0.12% | 159 |
|
|
2022
Q4 | $22.5M | Sell |
194,591
-371
| -0.2% | -$43.4K | 0.13% | 156 |
|
|
2022
Q3 | $21.9M | Buy |
194,962
+217
| +0.1% | +$26.9K | 0.13% | 147 |
|
|
2022
Q2 | $22.2M | Buy |
194,745
+910
| +0.5% | +$114K | 0.12% | 160 |
|
|
2022
Q1 | $26.5M | Buy |
193,835
+2,959
| +2% | +$363K | 0.13% | 162 |
|
|
2021
Q4 | $26.1M | Buy |
190,876
+2,408
| +1% | +$298K | 0.12% | 167 |
|
|
2021
Q3 | $21.2M | Buy |
188,468
+7,602
| +4% | +$854K | 0.11% | 183 |
|
|
2021
Q2 | $19.4M | Buy |
180,866
+12,068
| +7% | +$1.21M | 0.1% | 191 |
|
|
2021
Q1 | $16.5M | Buy |
168,798
+4,975
| +3% | +$458K | 0.09% | 204 |
|
|
2020
Q4 | $15.3M | Buy |
163,823
+105,223
| +180% | +$9.34M | 0.09% | 206 |
|
|
2020
Q3 | $4.67M | Buy |
58,600
+4
| +0% | +$300 | 0.03% | 356 |
|
|
2020
Q2 | $4.44M | Buy |
58,596
+308
| +0.5% | +$21.3K | 0.03% | 382 |
|
|
2020
Q1 | $3.67M | Buy |
58,288
+190
| +0.3% | +$15.2K | 0.03% | 388 |
|
|
2019
Q4 | $4.94M | Sell |
58,098
-65
| -0.1% | -$5.48K | 0.03% | 423 |
|
|
2019
Q3 | $4.81M | Buy |
58,163
+1,403
| +2% | +$117K | 0.03% | 420 |
|
|
2019
Q2 | $4.66M | Buy |
56,760
+1,463
| +3% | +$123K | 0.03% | 437 |
|
|
2019
Q1 | $4.43M | Sell |
55,297
-7,657
| -12% | -$565K | 0.03% | 440 |
|
|
2018
Q4 | $4.1M | Buy |
62,954
+796
| +1% | +$53.9K | 0.03% | 412 |
|
|
2018
Q3 | $4.58M | Sell |
62,158
-1,055
| -2% | -$75.8K | 0.03% | 447 |
|
|
2018
Q2 | $4.32M | Buy |
63,213
+52
| +0.1% | +$3.35K | 0.03% | 444 |
|
|
2018
Q1 | $3.89M | Buy |
63,161
+338
| +0.5% | +$22.3K | 0.03% | 455 |
|
|
2017
Q4 | $4.29M | Buy |
62,823
+1,303
| +2% | +$85.5K | 0.03% | 435 |
|
|
2017
Q3 | $3.69M | Buy |
61,520
+1,400
| +2% | +$80K | 0.03% | 442 |
|
|
2017
Q2 | $3.42M | Buy |
60,120
+1,967
| +3% | +$115K | 0.03% | 447 |
|
|
2017
Q1 | $3.42M | Sell |
58,153
-2,373
| -4% | -$144K | 0.03% | 441 |
|
|
2016
Q4 | $3.69M | Sell |
60,526
-4,944
| -8% | -$285K | 0.04% | 435 |
|
|
2016
Q3 | $3.79M | Buy |
65,470
+2,058
| +3% | +$123K | 0.04% | 440 |
|
|
2016
Q2 | $3.81M | Sell |
63,412
-7,745
| -11% | -$415K | 0.04% | 419 |
|
|
2016
Q1 | $3.84M | Sell |
71,157
-3,330
| -4% | -$168K | 0.04% | 390 |
|
|
2015
Q4 | $3.94M | Sell |
74,487
-31,063
| -29% | -$1.62M | 0.05% | 388 |
|
|
2015
Q3 | $5.03M | Buy |
105,550
+18,174
| +21% | +$847K | 0.06% | 320 |
|
|
2015
Q2 | $4.1M | Buy |
87,376
+11,195
| +15% | +$547K | 0.05% | 394 |
|
|
2015
Q1 | $3.69M | Sell |
76,181
-83,529
| -52% | -$4.06M | 0.05% | 407 |
|
|
2014
Q4 | $7.37M | Buy |
159,710
+2,914
| +2% | +$135K | 0.11% | 212 |
|
|
2014
Q3 | $6.93M | Sell |
156,796
-5,655
| -3% | -$238K | 0.12% | 198 |
|
|
2014
Q2 | $6.75M | Buy |
162,451
+9,283
| +6% | +$382K | 0.13% | 201 |
|
|
2014
Q1 | $6.53M | Buy |
153,168
+89,159
| +139% | +$3.78M | 0.14% | 176 |
|
|
2013
Q4 | $2.91M | Sell |
64,009
-18,063
| -22% | -$771K | 0.1% | 194 |
|
|
2013
Q3 | $3.33M | Sell |
82,072
-65,136
| -44% | -$2.57M | 0.11% | 186 |
|
|
2013
Q2 | $5.38M | Buy |
+147,208
| New | +$5.42M | 0.14% | 176 |
|
Other funds holding PAYX
VCM
VPM
United Capital Financial Advisors's PAYX Position: Q1 2026 in Review
United Capital Financial Advisors increased its Paychex (PAYX) stake by 2% in Q1 2026, buying an estimated $103K and bringing the position to 54,228 shares worth $5M. The position accounts for 0.03% of the portfolio, ranked #358.
United Capital Financial Advisors first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.5M in Q1 2022. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.
- United Capital Financial Advisors held 54,228 shares of Paychex worth $5M as of Q1 2026.
- United Capital Financial Advisors bought 1,043 Paychex shares in Q1 2026, an estimated $103K.
- Paychex made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #358 holding.
- United Capital Financial Advisors first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Paychex position peaked at $26.5M in Q1 2022.
- 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.