CTWM
PAYX icon

Cherry Tree Wealth Management’s Paychex PAYX Stock Holding History

Cherry Tree 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 		$38K Hold
413
– – 0.01% 298
2025
Q4 		$46.3K Buy
+413
New +$48.3K 0.01% 275
2023
Q3 		– Sell
-3
Closed -$336 – 612
2023
Q2 		$336 Buy
+3
New +$328 ﹤0.01% 581

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cherry Tree Wealth Management's PAYX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Paychex (PAYX) position steady in Q1 2026 at 413 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #298.

Cherry Tree Wealth Management first reported a position in PAYX in Q2 2023 and has held it in 3 quarters since. The position peaked at $46.3K in Q4 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Cherry Tree Wealth Management held 413 shares of Paychex worth $38K as of Q1 2026.
  • Cherry Tree Wealth Management left its Paychex share count unchanged in Q1 2026.
  • Paychex made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #298 holding.
  • Cherry Tree Wealth Management first reported a position in Paychex in Q2 2023 and has held it in 3 quarters since.
  • Cherry Tree Wealth Management's Paychex position peaked at $46.3K in Q4 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.