Wealthcare Advisory Partners’s Paychex PAYX Stock Holding History

Wealthcare Advisory 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 Q2	$418K	Sell	4,248 -1,555	-27%	-$147K	0.01%	766
2026 Q1	$535K	Sell	5,803 -11,996	-67%	-$1.19M	0.01%	683
2025 Q4	$2M	Sell	17,799 -893	-5%	-$105K	0.04%	368
2025 Q3	$2.37M	Sell	18,692 -32	-0.2%	-$4.44K	0.05%	300
2025 Q2	$2.72M	Buy	18,724 +22	+0.1%	+$3.31K	0.06%	263
2025 Q1	$2.89M	Buy	18,702 +366	+2%	+$53.8K	0.08%	225
2024 Q4	$2.57M	Sell	18,336 -459	-2%	-$65.2K	0.07%	226
2024 Q3	$2.52M	Sell	18,795 -1,324	-7%	-$168K	0.07%	231
2024 Q2	$2.39M	Sell	20,119 -3,953	-16%	-$483K	0.07%	213
2024 Q1	$2.96M	Buy	24,072 +1,051	+5%	+$128K	0.1%	178
2023 Q4	$2.74M	Sell	23,021 -218	-0.9%	-$25.8K	0.11%	154
2023 Q3	$2.68M	Sell	23,239 -566	-2%	-$68.2K	0.12%	142
2023 Q2	$2.66M	Buy	23,805 +458	+2%	+$50.1K	0.12%	146
2023 Q1	$2.68M	Buy	23,347 +130	+0.6%	+$14.8K	0.12%	148
2022 Q4	$2.68M	Buy	23,217 +1,432	+7%	+$168K	0.13%	133
2022 Q3	$2.44M	Buy	21,785 +383	+2%	+$47.5K	0.14%	119
2022 Q2	$2.44M	Buy	21,402 +246	+1%	+$30.9K	0.15%	103
2022 Q1	$2.89M	Buy	21,156 +500	+2%	+$61.4K	0.18%	71
2021 Q4	$2.82M	Buy	20,656 +29	+0.1%	+$3.58K	0.17%	77
2021 Q3	$2.32M	Buy	20,627 +12	+0.1%	+$1.35K	0.15%	94
2021 Q2	$2.21M	Buy	20,615 +8	+0%	+$805	0.15%	98
2021 Q1	$2.02M	Buy	20,607 +9	+0%	+$829	0.15%	88
2020 Q4	$1.92M	Buy	20,598 +205	+1%	+$18.2K	0.17%	78
2020 Q3	$1.63M	Sell	20,393 -215	-1%	-$16.1K	0.18%	77
2020 Q2	$1.56M	Sell	20,608 -217	-1%	-$15K	0.19%	69
2020 Q1	$1.31M	Buy	20,825 +55	+0.3%	+$4.39K	0.19%	69
2019 Q4	$1.77M	Buy	20,770 +12,522	+152%	+$1.06M	0.22%	57
2019 Q3	$683K	Buy	8,248 +10	+0.1%	+$831	0.1%	119
2019 Q2	$678K	Sell	8,238 -1,225	-13%	-$103K	0.11%	115
2019 Q1	$759K	Sell	9,463 -183	-2%	-$13.5K	0.13%	97
2018 Q4	$628K	Buy	9,646 +11	+0.1%	+$745	0.12%	101
2018 Q3	$710K	Buy	9,635 +9	+0.1%	+$647	0.13%	93
2018 Q2	$658K	Buy	9,626 +107	+1%	+$6.9K	0.13%	98
2018 Q1	$586K	Sell	9,519 -107	-1%	-$7.07K	0.13%	97
2017 Q4	$655K	Buy	9,626 +124	+1%	+$8.14K	0.17%	77
2017 Q3	$570K	Buy	+9,502	New	+$543K	0.17%	73

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealthcare Advisory Partners's PAYX Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Paychex (PAYX) stake by 27% in Q2 2026, selling an estimated $147K and leaving 4,248 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #766.

Wealthcare Advisory Partners first reported a position in PAYX in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.96M in Q1 2024. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Wealthcare Advisory Partners held 4,248 shares of Paychex worth $418K as of Q2 2026.
Wealthcare Advisory Partners sold 1,555 Paychex shares in Q2 2026, an estimated $147K.
Paychex made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #766 holding.
Wealthcare Advisory Partners first reported a position in Paychex in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's Paychex position peaked at $2.96M in Q1 2024.
494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.