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Crestwood Advisors Group’s Paylocity PCTY Stock Holding History

Crestwood Advisors Group’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 		$458K Buy
4,383
+1,777
+68% +$189K 0.01% 529
2026
Q1 		$282K Buy
2,606
+1,125
+76% +$138K ﹤0.01% 606
2025
Q4 		$226K Buy
+1,481
New +$220K ﹤0.01% 624

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 40.89% 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

Crestwood Advisors Group's PCTY Position: Q2 2026 in Review

Crestwood Advisors Group increased its Paylocity (PCTY) stake by 68% in Q2 2026, buying an estimated $189K and bringing the position to 4,383 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #529.

Crestwood Advisors Group first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Crestwood Advisors Group held 4,383 shares of Paylocity worth $458K as of Q2 2026.
  • Crestwood Advisors Group bought 1,777 Paylocity shares in Q2 2026, an estimated $189K.
  • Paylocity made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #529 holding.
  • Crestwood Advisors Group first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.