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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Uniting Wealth Partners's PAYX Position: Q1 2026 in Review

Uniting Wealth Partners reduced its Paychex (PAYX) stake by 1.4% in Q1 2026, selling an estimated $9.2K and leaving 6,752 shares worth $622K. The position accounts for 0.13% of the portfolio, ranked #97.

Uniting Wealth Partners first reported a position in PAYX in Q3 2025 and has held it in 3 quarters since. The position peaked at $876K in Q3 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Uniting Wealth Partners held 6,752 shares of Paychex worth $622K as of Q1 2026.
  • Uniting Wealth Partners sold 93 Paychex shares in Q1 2026, an estimated $9.2K.
  • Paychex made up 0.13% of Uniting Wealth Partners's portfolio in Q1 2026, its #97 holding.
  • Uniting Wealth Partners first reported a position in Paychex in Q3 2025 and has held it in 3 quarters since.
  • Uniting Wealth Partners's Paychex position peaked at $876K in Q3 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.