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Valued Wealth Advisors’s Paychex PAYX Stock Holding History

Valued Wealth Advisors’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 		$5.76K Buy
59
+5
+9% +$473 ﹤0.01% 419
2026
Q1 		$5K Sell
54
-28
-34% -$2.77K ﹤0.01% 403
2025
Q4 		$9.19K Sell
82
-106
-56% -$12.4K ﹤0.01% 232
2025
Q3 		$23.9K Sell
188
-74
-28% -$10.3K 0.01% 133
2025
Q2 		$38.1K Buy
262
+5
+2% +$753 0.02% 105
2025
Q1 		$39.7K Buy
257
+64
+33% +$9.41K 0.02% 102
2024
Q4 		$27.1K Buy
193
+40
+26% +$5.68K 0.02% 130
2024
Q3 		$20.5K Buy
153
+65
+74% +$8.25K 0.01% 144
2024
Q2 		$10.4K Buy
88
+25
+40% +$3.06K 0.01% 188
2024
Q1 		$7.72K Buy
63
+5
+9% +$607 0.01% 215
2023
Q4 		$6.64K Buy
+58
New +$6.87K 0.01% 165

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 $3.37T AUM 44.26% 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

Valued Wealth Advisors's PAYX Position: Q2 2026 in Review

Valued Wealth Advisors increased its Paychex (PAYX) stake by 9.3% in Q2 2026, buying an estimated $473 and bringing the position to 59 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Valued Wealth Advisors first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.7K in Q1 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Valued Wealth Advisors held 59 shares of Paychex worth $5.76K as of Q2 2026.
  • Valued Wealth Advisors bought 5 Paychex shares in Q2 2026, an estimated $473.
  • Paychex made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #419 holding.
  • Valued Wealth Advisors first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Paychex position peaked at $39.7K in Q1 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.