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United Financial Planning Group’s Paychex PAYX Stock Holding History

United Financial Planning Group’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 		– Sell
-35
Closed -$3.93K – 572
2025
Q4 		$3.93K Buy
+35
New +$4.1K ﹤0.01% 288

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's PAYX Position: Q1 2026 in Review

United Financial Planning Group sold out of Paychex (PAYX) in Q1 2026, closing a stake of 35 shares — an estimated $3.93K sold.

United Financial Planning Group first reported a position in PAYX in Q4 2025 and held it in 1 quarter. The position peaked at $3.93K in Q4 2025. 1,514 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • United Financial Planning Group reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 35 Paychex shares in Q1 2026, an estimated $3.93K.
  • United Financial Planning Group first reported a position in Paychex in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Paychex position peaked at $3.93K in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.