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Wealthspire Advisors (New York)’s Paychex PAYX Stock Holding History

Wealthspire Advisors (New York)’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 		$1.37M Sell
13,969
-41
-0.3% -$3.88K 0.01% 498
2026
Q1 		$1.29M Buy
14,010
+242
+2% +$23.9K 0.01% 359
2025
Q4 		$1.54M Buy
13,768
+1,312
+11% +$154K 0.01% 340
2025
Q3 		$1.58M Sell
12,456
-276
-2% -$38.3K 0.01% 313
2025
Q2 		$1.85M Buy
12,732
+177
+1% +$26.6K 0.01% 288
2025
Q1 		$1.94M Sell
12,555
-544
-4% -$80K 0.01% 280
2024
Q4 		$1.84M Sell
13,099
-814
-6% -$116K 0.02% 261
2024
Q3 		$1.87M Buy
13,913
+249
+2% +$31.6K 0.02% 270
2024
Q2 		$1.62M Sell
13,664
-227
-2% -$27.7K 0.02% 232
2024
Q1 		$1.71M Sell
13,891
-517
-4% -$62.7K 0.02% 227
2023
Q4 		$1.72M Buy
14,408
+317
+2% +$37.6K 0.02% 219
2023
Q3 		$1.63M Buy
14,091
+394
+3% +$47.5K 0.03% 196
2023
Q2 		$1.53M Buy
13,697
+112
+0.8% +$12.2K 0.03% 182
2023
Q1 		$1.56M Sell
13,585
-1,849
-12% -$210K 0.03% 181
2022
Q4 		$1.78M Buy
15,434
+1,073
+7% +$126K 0.03% 168
2022
Q3 		$1.61M Buy
14,361
+93
+0.7% +$11.5K 0.03% 167
2022
Q2 		$1.63M Buy
14,268
+10,431
+272% +$1.31M 0.03% 157
2022
Q1 		$524K Sell
3,837
-2,712
-41% -$333K 0.01% 266
2021
Q4 		$894K Sell
6,549
-295
-4% -$36.5K 0.02% 243
2021
Q3 		$770K Buy
6,844
+3,402
+99% +$382K 0.02% 284
2021
Q2 		$369K Sell
3,442
-8,857
-72% -$891K 0.01% 265
2021
Q1 		$1.21M Buy
12,299
+3,534
+40% +$325K 0.03% 231
2020
Q4 		$817K Buy
8,765
+3,870
+79% +$344K 0.02% 230
2020
Q3 		$390K Buy
4,895
+255
+5% +$19.1K 0.02% 202
2020
Q2 		$351K Sell
4,640
-4,327
-48% -$300K 0.02% 188
2020
Q1 		$564K Buy
+8,967
New +$716K 0.02% 274
2019
Q1 		– Sell
-657
Closed -$43K – 583
2018
Q4 		$43K Buy
+657
New +$44.5K ﹤0.01% 206

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s PAYX Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Paychex (PAYX) stake by 0.29% in Q2 2026, selling an estimated $3.88K and leaving 13,969 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #498.

Wealthspire Advisors (New York) first reported a position in PAYX in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.94M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Wealthspire Advisors (New York) held 13,969 shares of Paychex worth $1.37M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 41 Paychex shares in Q2 2026, an estimated $3.88K.
  • Paychex made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #498 holding.
  • Wealthspire Advisors (New York) first reported a position in Paychex in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s Paychex position peaked at $1.94M in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.