Capital Asset Advisory Services’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$241K Buy
+2,456
New +$232K 0.01% 319
2021
Q1
Sell
-1,324
Closed -$123K 1262
2020
Q4
$123K Buy
+1,324
New +$118K 0.02% 414

Other funds holding PAYX

Capital Asset Advisory Services's PAYX Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Paychex (PAYX) in Q2 2026: 2,456 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in PAYX as recently as Q4 2020.

Capital Asset Advisory Services first reported a position in PAYX in Q4 2020 and has held it in 2 quarters since. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Capital Asset Advisory Services held 2,456 shares of Paychex worth $241K as of Q2 2026.
  • Paychex was a new Capital Asset Advisory Services position in Q2 2026.
  • Paychex made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #319 holding.
  • Capital Asset Advisory Services first reported a position in Paychex in Q4 2020 and has held it in 2 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.