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Clearstead Trust’s Paychex PAYX Stock Holding History

Clearstead Trust’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 		– Sell
-363
Closed -$33.4K – 1007
2026
Q1 		$33.4K Hold
363
– – 0.01% 360
2025
Q4 		$40.7K Sell
363
-17
-4% -$1.99K 0.01% 355
2025
Q3 		$48.2K Buy
380
+3
+0.8% +$416 0.01% 320
2025
Q2 		$54.9K Buy
377
+19
+5% +$2.86K 0.01% 308
2025
Q1 		$55.2K Buy
358
+3
+0.8% +$441 0.01% 263
2024
Q4 		$49.8K Buy
355
+2
+0.6% +$284 0.01% 262
2024
Q3 		$47.4K Buy
353
+3
+0.9% +$381 0.01% 247
2024
Q2 		$41.5K Buy
350
+2
+0.6% +$244 0.01% 252
2024
Q1 		$42.7K Buy
348
+3
+0.9% +$364 0.01% 250
2023
Q4 		$41.1K Buy
345
+2
+0.6% +$237 0.01% 246
2023
Q3 		$39.5K Buy
343
+3
+0.9% +$362 0.01% 235
2023
Q2 		$38K Buy
340
+3
+0.9% +$328 0.01% 224
2023
Q1 		$38.6K Buy
337
+2
+0.6% +$228 0.01% 226
2022
Q4 		$39K Buy
335
+2
+0.6% +$234 0.01% 241
2022
Q3 		$37K Buy
+333
New +$41.3K 0.01% 222

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Clearstead Trust's PAYX Position: Q2 2026 in Review

Clearstead Trust sold out of Paychex (PAYX) in Q2 2026, closing a stake of 363 shares — an estimated $33.4K sold.

Clearstead Trust first reported a position in PAYX in Q3 2022 and held it in 15 quarters. The position peaked at $55.2K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Clearstead Trust reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 363 Paychex shares in Q2 2026, an estimated $33.4K.
  • Clearstead Trust first reported a position in Paychex in Q3 2022 and held it in 15 quarters.
  • Clearstead Trust's Paychex position peaked at $55.2K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.