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Legacy Wealth Management (Idaho)’s Paylocity PCTY Stock Holding History

Legacy Wealth Management (Idaho)’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
-1
Closed -$160 – 955
2025
Q3 		$160 Hold
1
– – ﹤0.01% 747
2025
Q2 		$182 Hold
1
– – ﹤0.01% 714
2025
Q1 		$188 Sell
1
-22
-96% -$4.39K ﹤0.01% 771
2024
Q4 		$4.74K Buy
23
+5
+28% +$957 ﹤0.01% 393
2024
Q3 		$3.81K Buy
+18
New +$2.74K ﹤0.01% 416

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

Legacy Wealth Management (Idaho)'s PCTY Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of Paylocity (PCTY) in Q4 2025, closing a stake of 1 share — an estimated $160 sold.

Legacy Wealth Management (Idaho) first reported a position in PCTY in Q3 2024 and held it in 5 quarters. The position peaked at $4.74K in Q4 2024. 464 funds tracked by Wall St. Rank hold PCTY as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Paylocity position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1 Paylocity share in Q4 2025, an estimated $160.
  • Legacy Wealth Management (Idaho) first reported a position in Paylocity in Q3 2024 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s Paylocity position peaked at $4.74K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Paylocity as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.