Clearstead 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 | $1.55M | Buy |
15,774
+1,976
| +14% | +$187K | 0.01% | 433 |
|
|
2026
Q1 | $1.27M | Sell |
13,798
-805
| -6% | -$79.7K | 0.01% | 456 |
|
|
2025
Q4 | $1.64M | Buy |
14,603
+921
| +7% | +$108K | 0.02% | 372 |
|
|
2025
Q3 | $1.73M | Sell |
13,682
-1,624
| -11% | -$225K | 0.02% | 346 |
|
|
2025
Q2 | $2.23M | Buy |
15,306
+498
| +3% | +$75K | 0.03% | 300 |
|
|
2025
Q1 | $2.28M | Sell |
14,808
-1,025
| -6% | -$151K | 0.04% | 274 |
|
|
2024
Q4 | $2.22M | Buy |
15,833
+834
| +6% | +$118K | 0.03% | 278 |
|
|
2024
Q3 | $2.01M | Sell |
14,999
-203
| -1% | -$25.8K | 0.03% | 297 |
|
|
2024
Q2 | $1.8M | Buy |
15,202
+377
| +3% | +$46.1K | 0.03% | 290 |
|
|
2024
Q1 | $1.85M | Buy |
14,825
+221
| +2% | +$26.8K | 0.09% | 161 |
|
|
2023
Q4 | $1.74M | Sell |
14,604
-14,925
| -51% | -$1.77M | 0.09% | 163 |
|
|
2023
Q3 | $3.41M | Buy |
29,529
+14,444
| +96% | +$1.74M | 0.1% | 153 |
|
|
2023
Q2 | $1.69M | Buy |
15,085
+9,846
| +188% | +$1.08M | 0.1% | 152 |
|
|
2023
Q1 | $600K | Sell |
5,239
-60
| -1% | -$6.83K | 0.04% | 232 |
|
|
2022
Q4 | $612K | Buy |
5,299
+887
| +20% | +$104K | 0.05% | 224 |
|
|
2022
Q3 | $495K | Sell |
4,412
-272
| -6% | -$33.7K | 0.05% | 227 |
|
|
2022
Q2 | $533K | Buy |
4,684
+27
| +0.6% | +$3.39K | 0.04% | 240 |
|
|
2022
Q1 | $636K | Buy |
4,657
+2
| +0% | +$246 | 0.04% | 233 |
|
|
2021
Q4 | $635K | Sell |
4,655
-45
| -1% | -$5.56K | 0.04% | 224 |
|
|
2021
Q3 | $529K | Buy |
4,700
+724
| +18% | +$81.3K | 0.04% | 230 |
|
|
2021
Q2 | $427K | Buy |
3,976
+353
| +10% | +$35.5K | 0.03% | 246 |
|
|
2021
Q1 | $355K | Sell |
3,623
-14
| -0.4% | -$1.29K | 0.03% | 256 |
|
|
2020
Q4 | $339K | Buy |
3,637
+210
| +6% | +$18.6K | 0.03% | 246 |
|
|
2020
Q3 | $273K | Sell |
3,427
-898
| -21% | -$67.4K | 0.03% | 242 |
|
|
2020
Q2 | $328K | Sell |
4,325
-579
| -12% | -$40.1K | 0.04% | 216 |
|
|
2020
Q1 | $309K | Sell |
4,904
-741
| -13% | -$59.2K | 0.05% | 196 |
|
|
2019
Q4 | $480K | Buy |
5,645
+336
| +6% | +$28.3K | 0.06% | 182 |
|
|
2019
Q3 | $439K | Sell |
5,309
-85
| -2% | -$7.06K | 0.06% | 179 |
|
|
2019
Q2 | $444K | Sell |
5,394
-1,101
| -17% | -$92.8K | 0.06% | 183 |
|
|
2019
Q1 | $521K | Buy |
6,495
+1,766
| +37% | +$130K | 0.07% | 164 |
|
|
2018
Q4 | $308K | Buy |
+4,729
| New | +$320K | 0.05% | 201 |
|
Other funds holding PAYX
Clearstead Advisors's PAYX Position: Q2 2026 in Review
Clearstead Advisors increased its Paychex (PAYX) stake by 14% in Q2 2026, buying an estimated $187K and bringing the position to 15,774 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #433.
Clearstead Advisors first reported a position in PAYX in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.41M in Q3 2023. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.
- Clearstead Advisors held 15,774 shares of Paychex worth $1.55M as of Q2 2026.
- Clearstead Advisors bought 1,976 Paychex shares in Q2 2026, an estimated $187K.
- Paychex made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #433 holding.
- Clearstead Advisors first reported a position in Paychex in Q4 2018 and has held it in 31 quarters since.
- Clearstead Advisors's Paychex position peaked at $3.41M in Q3 2023.
- 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.