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Claro Advisors’s Paychex PAYX Stock Holding History

Claro 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
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

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

Claro Advisors's PAYX Position: Q1 2026 in Review

Claro Advisors increased its Paychex (PAYX) stake by 22% in Q1 2026, buying an estimated $63.6K and bringing the position to 3,571 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #343.

Claro Advisors first reported a position in PAYX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.34M in Q3 2024. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Claro Advisors held 3,571 shares of Paychex worth $329K as of Q1 2026.
  • Claro Advisors bought 643 Paychex shares in Q1 2026, an estimated $63.6K.
  • Paychex made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #343 holding.
  • Claro Advisors first reported a position in Paychex in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Paychex position peaked at $1.34M in Q3 2024.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.