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Stratos Wealth Advisors’s Paychex PAYX Stock Holding History

Stratos Wealth 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
-4,921
Closed -$552K – 662
2025
Q4 		$552K Sell
4,921
-137
-3% -$16K 0.03% 414
2025
Q3 		$641K Sell
5,058
-603
-11% -$83.6K 0.03% 402
2025
Q2 		$824K Sell
5,661
-374
-6% -$56.3K 0.04% 342
2025
Q1 		$931K Sell
6,035
-702
-10% -$103K 0.05% 311
2024
Q4 		$945K Buy
6,737
+38
+0.6% +$5.4K 0.05% 341
2024
Q3 		$899K Buy
6,699
+52
+0.8% +$6.6K 0.04% 377
2024
Q2 		$788K Sell
6,647
-8,778
-57% -$1.07M 0.04% 378
2024
Q1 		$1.89M Buy
15,425
+84
+0.5% +$10.2K 0.11% 203
2023
Q4 		$1.83M Buy
15,341
+70
+0.5% +$8.29K 0.11% 236
2023
Q3 		$1.76M Sell
15,271
-226
-1% -$27.2K 0.12% 216
2023
Q2 		$1.73M Sell
15,497
-297
-2% -$32.5K 0.12% 218
2023
Q1 		$1.81M Buy
15,794
+94
+0.6% +$10.7K 0.14% 199
2022
Q4 		$1.81M Buy
15,700
+3,448
+28% +$404K 0.15% 188
2022
Q3 		$1.38M Sell
12,252
-3,669
-23% -$455K 0.14% 194
2022
Q2 		$1.81M Buy
15,921
+140
+0.9% +$17.6K 0.16% 159
2022
Q1 		$2.15M Buy
15,781
+191
+1% +$23.4K 0.17% 154
2021
Q4 		$2.13M Buy
15,590
+30
+0.2% +$3.71K 0.15% 179
2021
Q3 		$1.75M Buy
15,560
+8,286
+114% +$931K 0.15% 180
2021
Q2 		$781K Buy
7,274
+645
+10% +$64.9K 0.07% 277
2021
Q1 		$650K Buy
6,629
+577
+10% +$53.1K 0.07% 278
2020
Q4 		$564K Buy
6,052
+2,182
+56% +$194K 0.08% 231
2020
Q3 		$309K Buy
3,870
+37
+1% +$2.78K 0.08% 248
2020
Q2 		$290K Buy
+3,833
New +$266K 0.09% 214
2020
Q1 		– Sell
-3,927
Closed -$334K – 298
2019
Q4 		$334K Buy
3,927
+87
+2% +$7.34K 0.19% 124
2019
Q3 		$318K Buy
3,840
+1,045
+37% +$86.9K 0.12% 175
2019
Q2 		$230K Buy
+2,795
New +$236K 0.09% 209

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

Stratos Wealth Advisors's PAYX Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 4,921 shares — an estimated $552K sold.

Stratos Wealth Advisors first reported a position in PAYX in Q2 2019 and held it in 26 quarters. The position peaked at $2.15M in Q1 2022. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 4,921 Paychex shares in Q1 2026, an estimated $552K.
  • Stratos Wealth Advisors first reported a position in Paychex in Q2 2019 and held it in 26 quarters.
  • Stratos Wealth Advisors's Paychex position peaked at $2.15M in Q1 2022.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.