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 Q2	$20.9M	Hold	212,096	–	–	15.15%	2
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 $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Windsor Advisory Group's PAYX Position: Q2 2026 in Review

Windsor Advisory Group held its Paychex (PAYX) position steady in Q2 2026 at 212,096 shares worth $20.9M. The position accounts for 15.15% of the portfolio, ranked #2.

Windsor Advisory Group first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.8M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Windsor Advisory Group held 212,096 shares of Paychex worth $20.9M as of Q2 2026.
Windsor Advisory Group left its Paychex share count unchanged in Q2 2026.
Paychex made up 15.15% of Windsor Advisory Group's portfolio in Q2 2026, its #2 holding.
Windsor Advisory Group first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
Windsor Advisory Group's Paychex position peaked at $31.8M in Q1 2025.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.