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Whipplewood Advisors’s Paychex PAYX Stock Holding History

Whipplewood 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
Q1 		– Sell
-63
Closed -$7.07K – 1091
2025
Q4 		$7.07K Sell
63
-42
-40% -$4.92K ﹤0.01% 290
2025
Q3 		$13.3K Sell
105
-188
-64% -$26.1K 0.01% 260
2025
Q2 		$42.6K Buy
293
+142
+94% +$21.4K 0.02% 344
2025
Q1 		$51.7K Sell
151
-142
-48% -$20.9K 0.03% 307
2024
Q4 		$41.1K Buy
+293
New +$41.6K 0.02% 334

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whipplewood Advisors's PAYX Position: Q1 2026 in Review

Whipplewood Advisors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 63 shares — an estimated $7.07K sold.

Whipplewood Advisors first reported a position in PAYX in Q4 2024 and held it in 5 quarters. The position peaked at $51.7K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Whipplewood Advisors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 63 Paychex shares in Q1 2026, an estimated $7.07K.
  • Whipplewood Advisors first reported a position in Paychex in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Paychex position peaked at $51.7K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.