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Wealth Group’s Paychex PAYX Stock Holding History

Wealth 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
Q2 		$364K Buy
+3,702
New +$350K 0.09% 87
2025
Q2 		$221K Buy
1,522
+22
+1% +$3.31K 0.22% 81
2025
Q1 		$231K Sell
1,500
-332
-18% -$48.8K 0.15% 144
2024
Q4 		$257K Buy
1,832
+332
+22% +$47.1K 0.17% 137
2024
Q3 		$201K Sell
1,500
-246
-14% -$31.2K 0.13% 148
2024
Q2 		$207K Buy
1,746
+6
+0.3% +$733 0.15% 144
2024
Q1 		$214K Buy
+1,740
New +$211K 0.16% 139

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

Wealth Group's PAYX Position: Q2 2026 in Review

Wealth Group opened a new position in Paychex (PAYX) in Q2 2026: 3,702 shares worth $364K. The stake represents 0.09% of the portfolio and ranks #87 among its holdings. This is a return to the name: Wealth Group previously reported a position in PAYX as recently as Q2 2025.

Wealth Group first reported a position in PAYX in Q1 2024 and has held it in 7 quarters since. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Wealth Group held 3,702 shares of Paychex worth $364K as of Q2 2026.
  • Paychex was a new Wealth Group position in Q2 2026.
  • Paychex made up 0.09% of Wealth Group's portfolio in Q2 2026, its #87 holding.
  • Wealth Group first reported a position in Paychex in Q1 2024 and has held it in 7 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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