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Wealthquest’s Paychex PAYX Stock Holding History

Wealthquest’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 		$251K Buy
+2,549
New +$241K 0.02% 150

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
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)
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

Wealthquest's PAYX Position: Q2 2026 in Review

Wealthquest opened a new position in Paychex (PAYX) in Q2 2026: 2,549 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #150 among its holdings.

521 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Wealthquest held 2,549 shares of Paychex worth $251K as of Q2 2026.
  • Paychex was a new Wealthquest position in Q2 2026.
  • Paychex made up 0.02% of Wealthquest's portfolio in Q2 2026, its #150 holding.
  • 521 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.