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Eads & Heald Wealth Management’s Paychex PAYX Stock Holding History

Eads & Heald Wealth Management’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 		$220K Sell
2,236
-338
-13% -$32K 0.11% 139
2026
Q1 		$237K Buy
+2,574
New +$255K 0.12% 138

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 $3.37T AUM 44.26% 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

Eads & Heald Wealth Management's PAYX Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Paychex (PAYX) stake by 13% in Q2 2026, selling an estimated $32K and leaving 2,236 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #139.

Eads & Heald Wealth Management first reported a position in PAYX in Q1 2026 and has held it in 2 quarters since. The position peaked at $237K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Eads & Heald Wealth Management held 2,236 shares of Paychex worth $220K as of Q2 2026.
  • Eads & Heald Wealth Management sold 338 Paychex shares in Q2 2026, an estimated $32K.
  • Paychex made up 0.11% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Eads & Heald Wealth Management first reported a position in Paychex in Q1 2026 and has held it in 2 quarters since.
  • Eads & Heald Wealth Management's Paychex position peaked at $237K in Q1 2026.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.