Claro Advisors’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 | $261K | Sell |
2,654
-917
| -26% | -$86.8K | 0.03% | 443 |
|
|
2026
Q1 | $329K | Buy |
3,571
+643
| +22% | +$63.6K | 0.04% | 343 |
|
|
2025
Q4 | $329K | Buy |
2,928
+34
| +1% | +$3.98K | 0.04% | 317 |
|
|
2025
Q3 | $367K | Sell |
2,894
-258
| -8% | -$35.8K | 0.05% | 277 |
|
|
2025
Q2 | $459K | Sell |
3,152
-5,087
| -62% | -$766K | 0.08% | 216 |
|
|
2025
Q1 | $1.27M | Sell |
8,239
-482
| -6% | -$70.9K | 0.17% | 114 |
|
|
2024
Q4 | $1.22M | Sell |
8,721
-1,241
| -12% | -$176K | 0.17% | 113 |
|
|
2024
Q3 | $1.34M | Buy |
9,962
+55
| +0.6% | +$6.98K | 0.17% | 117 |
|
|
2024
Q2 | $1.17M | Sell |
9,907
-148
| -1% | -$18.1K | 0.18% | 109 |
|
|
2024
Q1 | $1.23M | Buy |
10,055
+270
| +3% | +$32.8K | 0.21% | 101 |
|
|
2023
Q4 | $1.17M | Buy |
9,785
+246
| +3% | +$29.1K | 0.25% | 84 |
|
|
2023
Q3 | $1.1M | Buy |
9,539
+663
| +7% | +$79.9K | 0.28% | 85 |
|
|
2023
Q2 | $993K | Buy |
8,876
+1,154
| +15% | +$126K | 0.25% | 98 |
|
|
2023
Q1 | $885K | Buy |
7,722
+457
| +6% | +$52K | 0.26% | 93 |
|
|
2022
Q4 | $840K | Buy |
7,265
+1,110
| +18% | +$130K | 0.27% | 92 |
|
|
2022
Q3 | $701K | Hold |
6,155
| – | – | 0.28% | 86 |
|
|
2022
Q2 | $701K | Buy |
6,155
+1,224
| +25% | +$154K | 0.28% | 86 |
|
|
2022
Q1 | $673K | Hold |
4,931
| – | – | 0.24% | 109 |
|
|
2021
Q4 | $673K | Buy |
4,931
+51
| +1% | +$6.3K | 0.24% | 109 |
|
|
2021
Q3 | $549K | Buy |
4,880
+250
| +5% | +$28.1K | 0.23% | 127 |
|
|
2021
Q2 | $497K | Buy |
4,630
+80
| +2% | +$8.04K | 0.22% | 127 |
|
|
2021
Q1 | $446K | Buy |
4,550
+41
| +0.9% | +$3.78K | 0.23% | 128 |
|
|
2020
Q4 | $420K | Sell |
4,509
-107
| -2% | -$9.5K | 0.22% | 127 |
|
|
2020
Q3 | $368K | Buy |
4,616
+423
| +10% | +$31.8K | 0.23% | 123 |
|
|
2020
Q2 | $318K | Buy |
4,193
+307
| +8% | +$21.3K | 0.22% | 129 |
|
|
2020
Q1 | $244K | Buy |
3,886
+202
| +5% | +$16.1K | 0.23% | 133 |
|
|
2019
Q4 | $313K | Buy |
3,684
+62
| +2% | +$5.23K | 0.24% | 115 |
|
|
2019
Q3 | $300K | Buy |
3,622
+188
| +5% | +$15.6K | 0.27% | 119 |
|
|
2019
Q2 | $283K | Buy |
3,434
+46
| +1% | +$3.88K | 0.26% | 119 |
|
|
2019
Q1 | $272K | Buy |
3,388
+70
| +2% | +$5.16K | 0.27% | 118 |
|
|
2018
Q4 | $244K | Buy |
+3,318
| New | +$225K | 0.2% | 113 |
|
Other funds holding PAYX
Claro Advisors's PAYX Position: Q2 2026 in Review
Claro Advisors reduced its Paychex (PAYX) stake by 26% in Q2 2026, selling an estimated $86.8K and leaving 2,654 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #443.
Claro Advisors first reported a position in PAYX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.34M in Q3 2024. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.
- Claro Advisors held 2,654 shares of Paychex worth $261K as of Q2 2026.
- Claro Advisors sold 917 Paychex shares in Q2 2026, an estimated $86.8K.
- Paychex made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #443 holding.
- Claro Advisors first reported a position in Paychex in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Paychex position peaked at $1.34M in Q3 2024.
- 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.