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Carolina Wealth Advisors’s Paychex PAYX Stock Holding History

Carolina Wealth 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 		$1.7M Sell
17,314
-132
-0.8% -$12.5K 0.67% 57
2026
Q1 		$1.61M Buy
17,446
+17,046
+4,262% +$1.69M 0.67% 55
2025
Q4 		$44.9K Buy
400
+6
+2% +$702 0.02% 129
2025
Q3 		$49.9K Buy
+394
New +$54.7K 0.02% 120

Other funds holding PAYX

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Carolina Wealth Advisors's PAYX Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Paychex (PAYX) stake by 0.76% in Q2 2026, selling an estimated $12.5K and leaving 17,314 shares worth $1.7M. The position accounts for 0.67% of the portfolio, ranked #57.

Carolina Wealth Advisors first reported a position in PAYX in Q3 2025 and has held it in 4 quarters since. 672 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Carolina Wealth Advisors held 17,314 shares of Paychex worth $1.7M as of Q2 2026.
  • Carolina Wealth Advisors sold 132 Paychex shares in Q2 2026, an estimated $12.5K.
  • Paychex made up 0.67% of Carolina Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Carolina Wealth Advisors first reported a position in Paychex in Q3 2025 and has held it in 4 quarters since.
  • 672 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.