Elevated Capital Advisors’s Paychex PAYX Stock Holding History

Elevated Capital Advisors’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	$440K	Sell	4,473 -3,506	-44%	-$332K	0.12%	138
2026 Q1	$735K	Buy	7,979 +1,989	+33%	+$197K	0.19%	132
2025 Q4	$672K	Sell	5,990 -530	-8%	-$62K	0.16%	160
2025 Q3	$827K	Sell	6,520 -861	-12%	-$119K	0.21%	132
2025 Q2	$1.14M	Hold	7,381	–	–	0.32%	79
2025 Q1	$1.14M	Sell	7,381 -445	-6%	-$65.4K	0.32%	79
2024 Q4	$1.1M	Buy	7,826 +43	+0.6%	+$6.11K	0.3%	86
2024 Q3	$1.04M	Buy	7,783 +448	+6%	+$56.9K	0.28%	99
2024 Q2	$870K	Buy	7,335 +920	+14%	+$112K	0.24%	110
2024 Q1	$788K	Buy	6,415 +571	+10%	+$69.3K	0.23%	110
2023 Q4	$696K	Buy	5,844 +643	+12%	+$76.2K	0.22%	114
2023 Q3	$600K	Buy	5,201 +4	+0.1%	+$482	0.2%	111
2023 Q2	$581K	Buy	5,197 +563	+12%	+$61.6K	0.19%	122
2023 Q1	$531K	Buy	4,634 +194	+4%	+$22.1K	0.19%	121
2022 Q4	$513K	Buy	+4,440	New	+$520K	0.2%	112

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

Elevated Capital Advisors's PAYX Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Paychex (PAYX) stake by 44% in Q2 2026, selling an estimated $332K and leaving 4,473 shares worth $440K. The position accounts for 0.12% of the portfolio, ranked #138.

Elevated Capital Advisors first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Elevated Capital Advisors held 4,473 shares of Paychex worth $440K as of Q2 2026.
Elevated Capital Advisors sold 3,506 Paychex shares in Q2 2026, an estimated $332K.
Paychex made up 0.12% of Elevated Capital Advisors's portfolio in Q2 2026, its #138 holding.
Elevated Capital Advisors first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
Elevated Capital Advisors's Paychex position peaked at $1.14M in Q2 2025.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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