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Uniting Wealth Partners’s Paychex PAYX Stock Holding History

Uniting Wealth Partners’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 		$521K Sell
5,296
-1,456
-22% -$138K 0.11% 113
2026
Q1 		$622K Sell
6,752
-93
-1% -$9.2K 0.13% 97
2025
Q4 		$768K Sell
6,845
-68
-1% -$7.96K 0.24% 60
2025
Q3 		$876K Buy
+6,913
New +$959K 0.21% 70

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

Uniting Wealth Partners's PAYX Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Paychex (PAYX) stake by 22% in Q2 2026, selling an estimated $138K and leaving 5,296 shares worth $521K. The position accounts for 0.11% of the portfolio, ranked #113.

Uniting Wealth Partners first reported a position in PAYX in Q3 2025 and has held it in 4 quarters since. The position peaked at $876K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Uniting Wealth Partners held 5,296 shares of Paychex worth $521K as of Q2 2026.
  • Uniting Wealth Partners sold 1,456 Paychex shares in Q2 2026, an estimated $138K.
  • Paychex made up 0.11% of Uniting Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Uniting Wealth Partners first reported a position in Paychex in Q3 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's Paychex position peaked at $876K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.