CCWM
PCTY icon

Cassaday & Co Wealth Management’s Paylocity PCTY Stock Holding History

Cassaday & Co Wealth Management’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 		$105 Buy
+1
New +$107 ﹤0.01% 1264

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

Cassaday & Co Wealth Management's PCTY Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Paylocity (PCTY) in Q2 2026: 1 share worth $105. The stake represents ﹤0.01% of the portfolio and ranks #1264 among its holdings.

468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Cassaday & Co Wealth Management held 1 share of Paylocity worth $105 as of Q2 2026.
  • Paylocity was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Paylocity made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1264 holding.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.