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Cherry Tree Wealth Management’s Paylocity PCTY Stock Holding History

Cherry Tree 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
2025
Q4 		– Sell
-27
Closed -$4.3K – 625
2025
Q3 		$4.3K Hold
27
– – ﹤0.01% 481
2025
Q2 		$4.89K Hold
27
– – ﹤0.01% 478
2025
Q1 		$5.06K Hold
27
– – ﹤0.01% 526
2024
Q4 		$5.39K Hold
27
– – ﹤0.01% 470
2024
Q3 		$4.46K Hold
27
– – ﹤0.01% 490
2024
Q2 		$3.56K Hold
27
– – ﹤0.01% 481
2024
Q1 		$4.64K Hold
27
– – ﹤0.01% 444
2023
Q4 		$4.45K Hold
27
– – ﹤0.01% 440
2023
Q3 		$4.91K Hold
27
– – ﹤0.01% 403
2023
Q2 		$4.98K Buy
+27
New +$4.94K ﹤0.01% 397

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's PCTY Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Paylocity (PCTY) in Q4 2025, closing a stake of 27 shares — an estimated $4.3K sold.

Cherry Tree Wealth Management first reported a position in PCTY in Q2 2023 and held it in 10 quarters. The position peaked at $5.39K in Q4 2024. 464 funds tracked by Wall St. Rank hold PCTY as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Paylocity position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 27 Paylocity shares in Q4 2025, an estimated $4.3K.
  • Cherry Tree Wealth Management first reported a position in Paylocity in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Paylocity position peaked at $5.39K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Paylocity as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.