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CVA Family Office’s Paychex PAYX Stock Holding History

CVA Family Office’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 		$234K Buy
2,383
+322
+16% +$30.5K 0.02% 312
2026
Q1 		$190K Buy
2,061
+865
+72% +$85.6K 0.02% 336
2025
Q4 		$134K Sell
1,196
-200
-14% -$23.4K 0.02% 361
2025
Q3 		$177K Sell
1,396
-111
-7% -$15.4K 0.02% 314
2025
Q2 		$219K Sell
1,507
-18
-1% -$2.71K 0.03% 277
2025
Q1 		$235K Sell
1,525
-55
-3% -$8.09K 0.04% 257
2024
Q4 		$222K Buy
1,580
+192
+14% +$27.3K 0.04% 259
2024
Q3 		$186K Buy
1,388
+74
+6% +$9.4K 0.03% 276
2024
Q2 		$156K Buy
1,314
+41
+3% +$5.01K 0.03% 284
2024
Q1 		$156K Buy
1,273
+4
+0.3% +$485 0.03% 283
2023
Q4 		$151K Buy
+1,269
New +$150K 0.03% 272
2023
Q3 		– Sell
-1,441
Closed -$161K – 734
2023
Q2 		$161K Buy
1,441
+288
+25% +$31.5K 0.03% 251
2023
Q1 		$132K Buy
1,153
+169
+17% +$19.2K 0.03% 271
2022
Q4 		$114K Sell
984
-31
-3% -$3.63K 0.03% 274
2022
Q3 		$114K Buy
1,015
+40
+4% +$4.96K 0.03% 222
2022
Q2 		$111K Sell
975
-70
-7% -$8.79K 0.03% 227
2022
Q1 		$143K Buy
1,045
+70
+7% +$8.59K 0.03% 215
2021
Q4 		$133K Buy
975
+380
+64% +$47K 0.03% 204
2021
Q3 		$47K Sell
595
-195
-25% -$21.9K 0.03% 191
2021
Q2 		$85K Buy
790
+80
+11% +$8.04K 0.02% 265
2021
Q1 		$70K Buy
710
+115
+19% +$10.6K 0.03% 234
2020
Q4 		$55K Hold
595
– – 0.03% 184
2020
Q3 		$47K Buy
+595
New +$44.7K 0.03% 191

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

CVA Family Office's PAYX Position: Q2 2026 in Review

CVA Family Office increased its Paychex (PAYX) stake by 16% in Q2 2026, buying an estimated $30.5K and bringing the position to 2,383 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #312.

CVA Family Office first reported a position in PAYX in Q3 2020 and has held it in 23 quarters since. The position peaked at $235K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • CVA Family Office held 2,383 shares of Paychex worth $234K as of Q2 2026.
  • CVA Family Office bought 322 Paychex shares in Q2 2026, an estimated $30.5K.
  • Paychex made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #312 holding.
  • CVA Family Office first reported a position in Paychex in Q3 2020 and has held it in 23 quarters since.
  • CVA Family Office's Paychex position peaked at $235K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.