Cahaba Wealth Management’s Paychex PAYX Stock Holding History

Cahaba Wealth 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	-1,968	Closed	-$221K	–	161
2025 Q4	$221K	Buy	1,968 +2	+0.1%	+$234	0.02%	141
2025 Q3	$249K	Buy	1,966 +47	+2%	+$6.52K	0.02%	134
2025 Q2	$279K	Buy	1,919 +48	+3%	+$7.23K	0.02%	127
2025 Q1	$289K	Hold	1,871	–	–	0.02%	116
2024 Q4	$262K	Sell	1,871 -22	-1%	-$3.12K	0.02%	127
2024 Q3	$254K	Buy	1,893 +10	+0.5%	+$1.27K	0.02%	127
2024 Q2	$223K	Sell	1,883 -171	-8%	-$20.9K	0.02%	134
2024 Q1	$252K	Buy	2,054 +1	+0%	+$121	0.02%	129
2023 Q4	$245K	Hold	2,053	–	–	0.02%	124
2023 Q3	$237K	Sell	2,053 -470	-19%	-$56.6K	0.03%	126
2023 Q2	$282K	Buy	2,523 +21	+0.8%	+$2.3K	0.03%	111
2023 Q1	$287K	Sell	2,502 -73	-3%	-$8.3K	0.03%	110
2022 Q4	$298K	Sell	2,575 -98	-4%	-$11.5K	0.04%	106
2022 Q3	$300K	Sell	2,673 -81	-3%	-$10K	0.04%	104
2022 Q2	$313K	Buy	2,754 +5	+0.2%	+$628	0.04%	106
2022 Q1	$348K	Buy	2,749 +565	+26%	+$69.4K	0.05%	101
2021 Q4	$298K	Buy	2,184 +81	+4%	+$10K	0.04%	117
2021 Q3	$236K	Buy	+2,103	New	+$236K	0.03%	121

Other funds holding PAYX

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return