Pinion Investment Advisors’s Paychex PAYX Stock Holding History
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
VCM
VPM
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. 1,504 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.
- 1,504 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.