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Pinion Investment Advisors’s Paychex PAYX Stock Holding History

Pinion Investment 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
Q1 		– Sell
-1,827
Closed -$205K – 189
2025
Q4 		$205K Buy
1,827
+1
+0.1% +$117 0.05% 169
2025
Q3 		$227K Buy
1,826
+2
+0.1% +$277 0.06% 156
2025
Q2 		$265K Buy
1,824
+1
+0.1% +$151 0.09% 143
2025
Q1 		$281K Sell
1,823
-6
-0.3% -$882 0.06% 133
2024
Q4 		$256K Buy
1,829
+1
+0.1% +$142 0.1% 133
2024
Q3 		$245K Buy
1,828
+1
+0.1% +$127 0.1% 142
2024
Q2 		$217K Buy
1,827
+2
+0.1% +$244 0.11% 135
2024
Q1 		$224K Sell
1,825
-1,145
-39% -$139K 0.12% 137
2023
Q4 		$354K Sell
2,970
-39
-1% -$4.62K 0.21% 104
2023
Q3 		$347K Buy
3,009
+1
+0% +$121 0.23% 109
2023
Q2 		$336K Buy
3,008
+1,090
+57% +$119K 0.23% 112
2023
Q1 		$220K Sell
1,918
-363
-16% -$41.3K 0.21% 114
2022
Q4 		$264K Sell
2,281
-1,088
-32% -$127K 0.25% 106
2022
Q3 		$378K Hold
3,369
– – 0.33% 96
2022
Q2 		$384K Sell
3,369
-1,640
-33% -$206K 0.32% 102
2022
Q1 		$684K Sell
5,009
-644
-11% -$79.1K 0.47% 63
2021
Q4 		$772K Sell
5,653
-29
-0.5% -$3.58K 0.52% 57
2021
Q3 		$639K Buy
5,682
+31
+0.5% +$3.48K 0.51% 59
2021
Q2 		$606K Sell
5,651
-94
-2% -$9.45K 0.49% 70
2021
Q1 		$563K Buy
5,745
+575
+11% +$53K 0.52% 70
2020
Q4 		$482K Sell
5,170
-105
-2% -$9.32K 0.51% 68
2020
Q3 		$400K Hold
5,275
– – 0.6% 67
2020
Q2 		$400K Sell
5,275
-975
-16% -$67.6K 0.6% 67
2020
Q1 		$393K Buy
6,250
+675
+12% +$53.9K 0.84% 56
2019
Q4 		$474K Buy
5,575
+20
+0.4% +$1.69K 0.88% 46
2019
Q3 		$460K Sell
5,555
-725
-12% -$60.3K 0.94% 47
2019
Q2 		$517K Sell
6,280
-660
-10% -$55.7K 1.11% 27
2019
Q1 		$557K Buy
6,940
+35
+0.5% +$2.58K 0.97% 38
2018
Q4 		$450K Sell
6,905
-10
-0.1% -$677 0.95% 47
2018
Q3 		$509K Sell
6,915
-1,565
-18% -$112K 0.98% 37
2018
Q2 		$580K Sell
8,480
-325
-4% -$21K 1.12% 24
2018
Q1 		$542K Buy
+8,805
New +$582K 1.16% 23

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

Pinion Investment Advisors's PAYX Position: Q1 2026 in Review

Pinion Investment Advisors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,827 shares — an estimated $205K sold.

Pinion Investment Advisors first reported a position in PAYX in Q1 2018 and held it in 32 quarters. The position peaked at $772K in Q4 2021. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Pinion Investment Advisors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,827 Paychex shares in Q1 2026, an estimated $205K.
  • Pinion Investment Advisors first reported a position in Paychex in Q1 2018 and held it in 32 quarters.
  • Pinion Investment Advisors's Paychex position peaked at $772K in Q4 2021.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.