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Caerus Investment Advisors’s Paychex PAYX Stock Holding History

Caerus Investment 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
Q2 		$539K Buy
5,479
+2,148
+64% +$203K 0.18% 106
2026
Q1 		$307K Buy
+3,331
New +$330K 0.13% 165

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 $3.37T AUM 44.26% 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

Caerus Investment Advisors's PAYX Position: Q2 2026 in Review

Caerus Investment Advisors increased its Paychex (PAYX) stake by 64% in Q2 2026, buying an estimated $203K and bringing the position to 5,479 shares worth $539K. The position accounts for 0.18% of the portfolio, ranked #106.

Caerus Investment Advisors first reported a position in PAYX in Q1 2026 and has held it in 2 quarters since. 1,533 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Caerus Investment Advisors held 5,479 shares of Paychex worth $539K as of Q2 2026.
  • Caerus Investment Advisors bought 2,148 Paychex shares in Q2 2026, an estimated $203K.
  • Paychex made up 0.18% of Caerus Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • Caerus Investment Advisors first reported a position in Paychex in Q1 2026 and has held it in 2 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.