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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
Q2 		$717K Buy
7,295
+3,054
+72% +$289K 0.01% 379
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 $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 $3.38T AUM 44.17% 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

Crestwood Advisors Group's PAYX Position: Q2 2026 in Review

Crestwood Advisors Group increased its Paychex (PAYX) stake by 72% in Q2 2026, buying an estimated $289K and bringing the position to 7,295 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #379.

Crestwood Advisors Group first reported a position in PAYX in Q1 2025 and has held it in 5 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Crestwood Advisors Group held 7,295 shares of Paychex worth $717K as of Q2 2026.
  • Crestwood Advisors Group bought 3,054 Paychex shares in Q2 2026, an estimated $289K.
  • Paychex made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #379 holding.
  • Crestwood Advisors Group first reported a position in Paychex in Q1 2025 and has held it in 5 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.