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Wealth Alliance’s Paychex PAYX Stock Holding History

Wealth Alliance’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 		$1.66M Buy
18,021
+6,490
+56% +$642K 0.16% 119
2025
Q4 		$1.29M Buy
11,531
+7,598
+193% +$889K 0.13% 148
2025
Q3 		$499K Sell
3,933
-220
-5% -$30.5K 0.05% 303
2025
Q2 		$604K Sell
4,153
-2,914
-41% -$439K 0.07% 255
2025
Q1 		$1.09M Sell
7,067
-549
-7% -$80.7K 0.13% 150
2024
Q4 		$1.07M Buy
7,616
+115
+2% +$16.3K 0.13% 153
2024
Q3 		$1.01M Buy
7,501
+4,017
+115% +$510K 0.12% 166
2024
Q2 		$413K Sell
3,484
-2,853
-45% -$349K 0.05% 294
2024
Q1 		$778K Buy
6,337
+53
+0.8% +$6.43K 0.1% 191
2023
Q4 		$749K Buy
6,284
+107
+2% +$12.7K 0.11% 192
2023
Q3 		$712K Buy
6,177
+2,715
+78% +$327K 0.11% 182
2023
Q2 		$387K Buy
3,462
+296
+9% +$32.4K 0.06% 310
2023
Q1 		$363K Buy
3,166
+144
+5% +$16.4K 0.06% 309
2022
Q4 		$349K Buy
3,022
+168
+6% +$19.7K 0.06% 306
2022
Q3 		$320K Buy
2,854
+153
+6% +$19K 0.06% 307
2022
Q2 		$308K Sell
2,701
-237
-8% -$29.8K 0.06% 316
2022
Q1 		$401K Sell
2,938
-120
-4% -$14.7K 0.08% 267
2021
Q4 		$418K Sell
3,058
-68
-2% -$8.41K 0.08% 261
2021
Q3 		$351K Sell
3,126
-290
-8% -$32.6K 0.08% 287
2021
Q2 		$367K Buy
3,416
+252
+8% +$25.3K 0.09% 270
2021
Q1 		$310K Buy
3,164
+109
+4% +$10K 0.09% 280
2020
Q4 		$285K Buy
3,055
+106
+4% +$9.41K 0.08% 293
2020
Q3 		$235K Buy
2,949
+117
+4% +$8.79K 0.08% 285
2020
Q2 		$215K Buy
+2,832
New +$196K 0.08% 277

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

Wealth Alliance's PAYX Position: Q1 2026 in Review

Wealth Alliance increased its Paychex (PAYX) stake by 56% in Q1 2026, buying an estimated $642K and bringing the position to 18,021 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #119.

Wealth Alliance first reported a position in PAYX in Q2 2020 and has held it in 24 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Wealth Alliance held 18,021 shares of Paychex worth $1.66M as of Q1 2026.
  • Wealth Alliance bought 6,490 Paychex shares in Q1 2026, an estimated $642K.
  • Paychex made up 0.16% of Wealth Alliance's portfolio in Q1 2026, its #119 holding.
  • Wealth Alliance first reported a position in Paychex in Q2 2020 and has held it in 24 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.