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Compass Ion Advisors’s Paychex PAYX Stock Holding History

Compass Ion 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
Q2 		$373K Buy
3,796
+3
+0.1% +$284 0.03% 220
2026
Q1 		$349K Sell
3,793
-976
-20% -$96.6K 0.03% 210
2025
Q4 		$535K Sell
4,769
-319
-6% -$37.3K 0.05% 172
2025
Q3 		$645K Sell
5,088
-24
-0.5% -$3.33K 0.06% 154
2025
Q2 		$744K Buy
5,112
+254
+5% +$38.2K 0.08% 132
2025
Q1 		$749K Buy
4,858
+11
+0.2% +$1.62K 0.09% 128
2024
Q4 		$680K Sell
4,847
-288
-6% -$40.9K 0.08% 136
2024
Q3 		$689K Buy
5,135
+284
+6% +$36.1K 0.08% 137
2024
Q2 		$596K Hold
4,851
– – 0.09% 133
2024
Q1 		$596K Sell
4,851
-1,484
-23% -$180K 0.09% 132
2023
Q4 		$755K Buy
6,335
+371
+6% +$44K 0.12% 109
2023
Q3 		$688K Buy
+5,964
New +$719K 0.12% 113

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

Compass Ion Advisors's PAYX Position: Q2 2026 in Review

Compass Ion Advisors increased its Paychex (PAYX) stake by 0.08% in Q2 2026, buying an estimated $284 and bringing the position to 3,796 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #220.

Compass Ion Advisors first reported a position in PAYX in Q3 2023 and has held it in 12 quarters since. The position peaked at $755K in Q4 2023. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Compass Ion Advisors held 3,796 shares of Paychex worth $373K as of Q2 2026.
  • Compass Ion Advisors bought 3 Paychex shares in Q2 2026, an estimated $284.
  • Paychex made up 0.03% of Compass Ion Advisors's portfolio in Q2 2026, its #220 holding.
  • Compass Ion Advisors first reported a position in Paychex in Q3 2023 and has held it in 12 quarters since.
  • Compass Ion Advisors's Paychex position peaked at $755K in Q4 2023.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.