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Wealth Preservation Advisors’s Paychex PAYX Stock Holding History

Wealth Preservation 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 		– Sell
-43
Closed -$3.96K – 694
2026
Q1 		$3.96K Buy
43
+3
+8% +$297 ﹤0.01% 519
2025
Q4 		$4.49K Hold
40
– – ﹤0.01% 395
2025
Q3 		$5.07K Sell
40
-1
-2% -$139 ﹤0.01% 358
2025
Q2 		$5.96K Hold
41
– – ﹤0.01% 341
2025
Q1 		$6.33K Buy
+41
New +$6.03K ﹤0.01% 356

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 Preservation Advisors's PAYX Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Paychex (PAYX) in Q2 2026, closing a stake of 43 shares — an estimated $3.96K sold.

Wealth Preservation Advisors first reported a position in PAYX in Q1 2025 and held it in 5 quarters. The position peaked at $6.33K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 43 Paychex shares in Q2 2026, an estimated $3.96K.
  • Wealth Preservation Advisors first reported a position in Paychex in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Paychex position peaked at $6.33K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.