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Aaron Wealth Advisors’s Paylocity PCTY Stock Holding History

Aaron Wealth Advisors’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439K Sell
4,200
-2,943
-41% -$313K 0.02% 458
2026
Q1 		$772K Buy
7,143
+2,769
+63% +$340K 0.04% 281
2025
Q4 		$667K Sell
4,374
-4,924
-53% -$733K 0.04% 357
2025
Q3 		$1.48M Buy
9,298
+7,331
+373% +$1.3M 0.09% 157
2025
Q2 		$356K Buy
1,967
+5
+0.3% +$939 0.04% 318
2025
Q1 		$368K Buy
1,962
+244
+14% +$48.7K 0.04% 282
2024
Q4 		$343K Buy
1,718
+32
+2% +$6.12K 0.04% 289
2024
Q3 		$278K Buy
+1,686
New +$256K 0.03% 320

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Wealth Advisors's PCTY Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Paylocity (PCTY) stake by 41% in Q2 2026, selling an estimated $313K and leaving 4,200 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #458.

Aaron Wealth Advisors first reported a position in PCTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q3 2025. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Aaron Wealth Advisors held 4,200 shares of Paylocity worth $439K as of Q2 2026.
  • Aaron Wealth Advisors sold 2,943 Paylocity shares in Q2 2026, an estimated $313K.
  • Paylocity made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #458 holding.
  • Aaron Wealth Advisors first reported a position in Paylocity in Q3 2024 and has held it in 8 quarters since.
  • Aaron Wealth Advisors's Paylocity position peaked at $1.48M in Q3 2025.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.