CAG
PAYX icon

Crestwood Advisors Group’s Paychex PAYX Stock Holding History

Crestwood Advisors Group’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 		$391K Buy
4,241
+1,545
+57% +$153K 0.01% 492
2025
Q4 		$302K Buy
+2,696
New +$316K 0.01% 514
2025
Q3 		– Sell
-1,487
Closed -$216K – 585
2025
Q2 		$216K Buy
1,487
+2
+0.1% +$301 ﹤0.01% 507
2025
Q1 		$229K Buy
+1,485
New +$218K ﹤0.01% 470

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

Crestwood Advisors Group's PAYX Position: Q1 2026 in Review

Crestwood Advisors Group increased its Paychex (PAYX) stake by 57% in Q1 2026, buying an estimated $153K and bringing the position to 4,241 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #492.

Crestwood Advisors Group first reported a position in PAYX in Q1 2025 and has held it in 4 quarters since. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Crestwood Advisors Group held 4,241 shares of Paychex worth $391K as of Q1 2026.
  • Crestwood Advisors Group bought 1,545 Paychex shares in Q1 2026, an estimated $153K.
  • Paychex made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #492 holding.
  • Crestwood Advisors Group first reported a position in Paychex in Q1 2025 and has held it in 4 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.