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Powell Investment Advisors’s Paychex PAYX Stock Holding History

Powell 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
Q2 		$219K Hold
2,228
– – 0.07% 120
2026
Q1 		$205K Hold
2,228
– – 0.07% 132
2025
Q4 		$250K Hold
2,228
– – 0.09% 122
2025
Q3 		$282K Hold
2,228
– – 0.1% 116
2025
Q2 		$324K Hold
2,228
– – 0.12% 103
2025
Q1 		$344K Hold
2,228
– – 0.17% 79
2024
Q4 		$312K Hold
2,228
– – 0.14% 92
2024
Q3 		$299K Hold
2,228
– – 0.14% 88
2024
Q2 		$264K Sell
2,228
-102
-4% -$12.5K 0.14% 90
2024
Q1 		$286K Buy
2,330
+1
+0% +$121 0.15% 86
2023
Q4 		$277K Sell
2,329
-61
-3% -$7.23K 0.15% 84
2023
Q3 		$276K Buy
2,390
+2
+0.1% +$241 0.17% 82
2023
Q2 		$267K Buy
2,388
+1
+0% +$109 0.16% 85
2023
Q1 		$274K Buy
2,387
+1
+0% +$114 0.15% 85
2022
Q4 		$276K Sell
2,386
-156
-6% -$18.3K 0.16% 85
2022
Q3 		$285K Buy
2,542
+2
+0.1% +$248 0.19% 86
2022
Q2 		$289K Buy
2,540
+2
+0.1% +$251 0.18% 82
2022
Q1 		$346K Buy
2,538
+2
+0.1% +$246 0.2% 70
2021
Q4 		$346K Buy
2,536
+1
+0% +$124 0.2% 69
2021
Q3 		$285K Buy
2,535
+2
+0.1% +$225 0.18% 77
2021
Q2 		$272K Sell
2,533
-157
-6% -$15.8K 0.17% 85
2021
Q1 		$264K Sell
2,690
-318
-11% -$29.3K 0.17% 79
2020
Q4 		$280K Buy
3,008
+2
+0.1% +$178 0.21% 66
2020
Q3 		$240K Sell
3,006
-281
-9% -$21.1K 0.21% 74
2020
Q2 		$249K Buy
3,287
+5
+0.2% +$347 0.24% 74
2020
Q1 		$206K Sell
3,282
-105
-3% -$8.39K 0.25% 83
2019
Q4 		$288K Buy
+3,387
New +$286K 0.3% 73

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 $3.38T AUM 44.17% 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

Powell Investment Advisors's PAYX Position: Q2 2026 in Review

Powell Investment Advisors held its Paychex (PAYX) position steady in Q2 2026 at 2,228 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #120.

Powell Investment Advisors first reported a position in PAYX in Q4 2019 and has held it in 27 quarters since. The position peaked at $346K in Q1 2022. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Powell Investment Advisors held 2,228 shares of Paychex worth $219K as of Q2 2026.
  • Powell Investment Advisors left its Paychex share count unchanged in Q2 2026.
  • Paychex made up 0.07% of Powell Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • Powell Investment Advisors first reported a position in Paychex in Q4 2019 and has held it in 27 quarters since.
  • Powell Investment Advisors's Paychex position peaked at $346K in Q1 2022.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.