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EverSource Wealth Advisors’s Paylocity PCTY Stock Holding History

EverSource 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 		$197K Buy
1,886
+482
+34% +$51.3K 0.01% 1010
2026
Q1 		$152K Buy
1,404
+180
+15% +$22.1K ﹤0.01% 1202
2025
Q4 		$187K Buy
1,224
+578
+89% +$86K 0.01% 977
2025
Q3 		$103K Buy
646
+181
+39% +$32.1K ﹤0.01% 1263
2025
Q2 		$84.3K Buy
465
+392
+537% +$73.6K ﹤0.01% 1299
2025
Q1 		$13.7K Sell
73
-198
-73% -$39.6K ﹤0.01% 1923
2024
Q4 		$54.1K Buy
271
+225
+489% +$43.1K ﹤0.01% 1157
2024
Q3 		$7.59K Buy
46
+33
+254% +$5.02K ﹤0.01% 2017
2024
Q2 		$1.95K Buy
13
+1
+8% +$155 ﹤0.01% 2559
2024
Q1 		$1.86K Hold
12
– – ﹤0.01% 2410
2023
Q4 		$1.98K Sell
12
-2
-14% -$337 ﹤0.01% 2172
2023
Q3 		$2.54K Buy
14
+8
+133% +$1.61K ﹤0.01% 1943
2023
Q2 		$1.11K Hold
6
– – ﹤0.01% 2189
2023
Q1 		$1.19K Hold
6
– – ﹤0.01% 2072
2022
Q4 		$1.17K Hold
6
– – ﹤0.01% 2047
2022
Q3 		$1K Buy
+6
New +$1.38K ﹤0.01% 1864

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors increased its Paylocity (PCTY) stake by 34% in Q2 2026, buying an estimated $51.3K and bringing the position to 1,886 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #1010.

EverSource Wealth Advisors first reported a position in PCTY in Q3 2022 and has held it in 16 quarters since. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • EverSource Wealth Advisors held 1,886 shares of Paylocity worth $197K as of Q2 2026.
  • EverSource Wealth Advisors bought 482 Paylocity shares in Q2 2026, an estimated $51.3K.
  • Paylocity made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1010 holding.
  • EverSource Wealth Advisors first reported a position in Paylocity in Q3 2022 and has held it in 16 quarters since.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.