Windsor Advisory Group’s Paychex PAYX Stock Holding History

Windsor Advisory Group’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	$19.5M	Buy	212,096 +336	+0.2%	+$33.2K	16.33%	2
2025 Q4	$23.8M	Buy	211,760 +5,496	+3%	+$643K	21.2%	1
2025 Q3	$26.1M	Hold	206,264	–	–	23.14%	1
2025 Q2	$30M	Hold	206,264	–	–	42.58%	1
2025 Q1	$31.8M	Buy	206,264 +254	+0.1%	+$37.4K	41.13%	1
2024 Q4	$28.9M	Buy	206,010 +403	+0.2%	+$57.2K	33.59%	1
2024 Q3	$27.6M	Buy	205,607 +169,861	+475%	+$21.6M	31.14%	1
2024 Q2	$4.24M	Buy	35,746 +170	+0.5%	+$20.8K	8.5%	2
2024 Q1	$4.37M	Buy	35,576 +26	+0.1%	+$3.16K	12.31%	1
2023 Q4	$4.23M	Buy	35,550 +2,072	+6%	+$245K	12.6%	1
2023 Q3	$3.86M	Hold	33,478	–	–	9.18%	2
2023 Q2	$3.75M	Hold	33,478	–	–	9.25%	2
2023 Q1	$3.84M	Sell	33,478 -30	-0.1%	-$3.41K	9.18%	2
2022 Q4	$3.87M	Buy	+33,508	New	+$3.92M	10.27%	2

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Windsor Advisory Group's PAYX Position: Q1 2026 in Review

Windsor Advisory Group increased its Paychex (PAYX) stake by 0.16% in Q1 2026, buying an estimated $33.2K and bringing the position to 212,096 shares worth $19.5M. The position accounts for 16.33% of the portfolio, ranked #2.

Windsor Advisory Group first reported a position in PAYX in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.8M in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Windsor Advisory Group held 212,096 shares of Paychex worth $19.5M as of Q1 2026.
Windsor Advisory Group bought 336 Paychex shares in Q1 2026, an estimated $33.2K.
Paychex made up 16.33% of Windsor Advisory Group's portfolio in Q1 2026, its #2 holding.
Windsor Advisory Group first reported a position in Paychex in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's Paychex position peaked at $31.8M in Q1 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.