HDA
PAYX icon

Harold Davidson & Associates’s Paychex PAYX Stock Holding History

Harold Davidson & Associates’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
Q1 		– Sell
-2,032
Closed -$228K – 67
2025
Q4 		$228K Sell
2,032
-193
-9% -$22.6K 0.1% 61
2025
Q3 		$282K Sell
2,225
-25
-1% -$3.47K 0.13% 62
2025
Q2 		$327K Sell
2,250
-90
-4% -$13.6K 0.21% 53
2025
Q1 		$361K Hold
2,340
– – 0.2% 51
2024
Q4 		$328K Buy
+2,340
New +$332K 0.16% 58

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harold Davidson & Associates's PAYX Position: Q1 2026 in Review

Harold Davidson & Associates sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,032 shares — an estimated $228K sold.

Harold Davidson & Associates first reported a position in PAYX in Q4 2024 and held it in 5 quarters. The position peaked at $361K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Harold Davidson & Associates reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Harold Davidson & Associates sold 2,032 Paychex shares in Q1 2026, an estimated $228K.
  • Harold Davidson & Associates first reported a position in Paychex in Q4 2024 and held it in 5 quarters.
  • Harold Davidson & Associates's Paychex position peaked at $361K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Harold Davidson & Associates's 13F filing for Q1 2026, filed 30 Apr 2026.