Curio Wealth’s Paychex PAYX Stock Holding History

Curio 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 Q2	–	Sell	-3	Closed	-$276	–	830
2026 Q1	$276	Buy	+3	New	+$297	﹤0.01%	668

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Curio Wealth's PAYX Position: Q2 2026 in Review

Curio Wealth sold out of Paychex (PAYX) in Q2 2026, closing a stake of 3 shares — an estimated $276 sold.

Curio Wealth first reported a position in PAYX in Q1 2026 and held it in 1 quarter. The position peaked at $276 in Q1 2026. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Curio Wealth reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 Paychex shares in Q2 2026, an estimated $276.
Curio Wealth first reported a position in Paychex in Q1 2026 and held it in 1 quarter.
Curio Wealth's Paychex position peaked at $276 in Q1 2026.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.