Bellevue Asset Management’s Paychex PAYX Stock Holding History

Bellevue Asset Management’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	-298	Closed	-$33.4K	–	460
2025 Q4	$33.4K	Hold	298	–	–	0.01%	195
2025 Q3	$37.8K	Hold	298	–	–	0.02%	182
2025 Q2	$43.3K	Hold	298	–	–	0.02%	171
2025 Q1	$46K	Hold	298	–	–	0.03%	163
2024 Q4	$41.8K	Hold	298	–	–	0.02%	174
2024 Q3	$40K	Hold	298	–	–	0.02%	176
2024 Q2	$35.3K	Hold	298	–	–	0.02%	180
2024 Q1	$36.6K	Hold	298	–	–	0.02%	178
2023 Q4	$35.5K	Hold	298	–	–	0.03%	179
2023 Q3	$34.4K	Hold	298	–	–	0.02%	172
2023 Q2	$33.3K	Hold	298	–	–	0.02%	181
2023 Q1	$34.1K	Hold	298	–	–	0.02%	180
2022 Q4	$34K	Hold	298	–	–	0.03%	180
2022 Q3	$34K	Hold	298	–	–	0.03%	186
2022 Q2	$34K	Hold	298	–	–	0.02%	190
2022 Q1	$41K	Hold	298	–	–	0.03%	188
2021 Q4	$41K	Hold	298	–	–	0.02%	198
2021 Q3	$34K	Hold	298	–	–	0.02%	216
2021 Q2	$32K	Hold	298	–	–	0.02%	225
2021 Q1	$29K	Hold	298	–	–	0.02%	243
2020 Q4	$26K	Hold	298	–	–	0.02%	249
2020 Q3	$24K	Hold	298	–	–	0.02%	242
2020 Q2	$23K	Hold	298	–	–	0.02%	251
2020 Q1	$20K	Hold	298	–	–	0.02%	277
2019 Q4	$25K	Buy	+298	New	+$25.1K	0.02%	238

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Bellevue Asset Management's PAYX Position: Q1 2026 in Review

Bellevue Asset Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 298 shares — an estimated $33.4K sold.

Bellevue Asset Management first reported a position in PAYX in Q4 2019 and held it in 25 quarters. The position peaked at $46K in Q1 2025. 1,510 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Bellevue Asset Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 298 Paychex shares in Q1 2026, an estimated $33.4K.
Bellevue Asset Management first reported a position in Paychex in Q4 2019 and held it in 25 quarters.
Bellevue Asset Management's Paychex position peaked at $46K in Q1 2025.
1,510 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.