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CreativeOne Wealth’s Paychex PAYX Stock Holding History

CreativeOne Wealth’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 		$5.68M Buy
61,674
+30,694
+99% +$3.04M 0.13% 149
2025
Q4 		$3.48M Buy
30,980
+5,862
+23% +$686K 0.08% 220
2025
Q3 		$3.18M Buy
25,118
+4,134
+20% +$573K 0.08% 238
2025
Q2 		$3.05M Buy
20,984
+2,184
+12% +$329K 0.08% 237
2025
Q1 		$2.9M Sell
18,800
-2,412
-11% -$355K 0.09% 221
2024
Q4 		$2.97M Buy
21,212
+9,556
+82% +$1.36M 0.09% 206
2024
Q3 		$1.56M Buy
11,656
+5,222
+81% +$663K 0.05% 318
2024
Q2 		$762K Buy
6,434
+50
+0.8% +$6.11K 0.04% 382
2024
Q1 		$784K Buy
6,384
+3,705
+138% +$450K 0.03% 434
2023
Q4 		$319K Sell
2,679
-2,788
-51% -$330K 0.02% 481
2023
Q3 		$631K Sell
5,467
-7,858
-59% -$947K 0.05% 302
2023
Q2 		$1.49M Buy
13,325
+4,732
+55% +$518K 0.07% 257
2023
Q1 		$985K Sell
8,593
-3,060
-26% -$348K 0.05% 309
2022
Q4 		$1.35M Buy
11,653
+3,682
+46% +$431K 0.07% 237
2022
Q3 		$894K Buy
7,971
+196
+3% +$24.3K 0.05% 283
2022
Q2 		$885K Buy
7,775
+1,393
+22% +$175K 0.05% 284
2022
Q1 		$871K Buy
6,382
+463
+8% +$56.8K 0.05% 299
2021
Q4 		$808K Buy
5,919
+621
+12% +$76.8K 0.04% 334
2021
Q3 		$596K Buy
5,298
+1,546
+41% +$174K 0.04% 363
2021
Q2 		$403K Buy
3,752
+106
+3% +$10.7K 0.02% 446
2021
Q1 		$358K Buy
3,646
+830
+29% +$76.4K 0.03% 407
2020
Q4 		$262K Buy
+2,816
New +$250K 0.02% 406

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

CreativeOne Wealth's PAYX Position: Q1 2026 in Review

CreativeOne Wealth increased its Paychex (PAYX) stake by 99% in Q1 2026, buying an estimated $3.04M and bringing the position to 61,674 shares worth $5.68M. The position accounts for 0.13% of the portfolio, ranked #149.

CreativeOne Wealth first reported a position in PAYX in Q4 2020 and has held it in 22 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • CreativeOne Wealth held 61,674 shares of Paychex worth $5.68M as of Q1 2026.
  • CreativeOne Wealth bought 30,694 Paychex shares in Q1 2026, an estimated $3.04M.
  • Paychex made up 0.13% of CreativeOne Wealth's portfolio in Q1 2026, its #149 holding.
  • CreativeOne Wealth first reported a position in Paychex in Q4 2020 and has held it in 22 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.