MPWT
PCTY icon

MassMutual Private Wealth & Trust’s Paylocity PCTY Stock Holding History

MassMutual Private Wealth & Trust’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 		$40.2K Sell
385
-71
-16% -$7.56K ﹤0.01% 861
2026
Q1 		$49.3K Buy
456
+266
+140% +$32.6K ﹤0.01% 774
2025
Q4 		$29K Buy
190
+149
+363% +$22.2K ﹤0.01% 976
2025
Q3 		$6.53K Sell
41
-3
-7% -$531 ﹤0.01% 1572
2025
Q2 		$7.97K Sell
44
-23
-34% -$4.32K ﹤0.01% 1453
2025
Q1 		$12.6K Buy
67
+23
+52% +$4.59K ﹤0.01% 1215
2024
Q4 		$8.78K Buy
44
+11
+33% +$2.1K ﹤0.01% 1309
2024
Q3 		$5.44K Buy
33
+19
+136% +$2.89K ﹤0.01% 1348
2024
Q2 		$1.85K Sell
14
-21
-60% -$3.25K ﹤0.01% 1671
2024
Q1 		$6.01K Buy
35
+13
+59% +$2.15K ﹤0.01% 1209
2023
Q4 		$3.63K Sell
22
-36
-62% -$6.06K ﹤0.01% 1329
2023
Q3 		$10.5K Hold
58
– – ﹤0.01% 984
2023
Q2 		$10.7K Sell
58
-27
-32% -$4.94K ﹤0.01% 945
2023
Q1 		$16.9K Buy
85
+18
+27% +$3.54K ﹤0.01% 779
2022
Q4 		$13K Sell
67
-6
-8% -$1.29K ﹤0.01% 738
2022
Q3 		$18K Buy
73
+34
+87% +$7.81K ﹤0.01% 603
2022
Q2 		$7K Buy
39
+30
+333% +$5.47K ﹤0.01% 803
2022
Q1 		$2K Buy
9
+4
+80% +$810 ﹤0.01% 1187
2021
Q4 		$1K Hold
5
– – ﹤0.01% 1280
2021
Q3 		$1K Buy
+5
New +$1.2K ﹤0.01% 1205
2020
Q1 		– Sell
-91
Closed -$11K – 767
2019
Q4 		$11K Hold
91
– – ﹤0.01% 611
2019
Q3 		$9K Sell
91
-64
-41% -$6.55K ﹤0.01% 610
2019
Q2 		$15K Hold
155
– – ﹤0.01% 537
2019
Q1 		$13.8K Sell
155
-50
-24% -$3.88K ﹤0.01% 556
2018
Q4 		$12.3K Hold
205
– – ﹤0.01% 542
2018
Q3 		$16.5K Sell
205
-3
-1% -$213 ﹤0.01% 533
2018
Q2 		$12.2K Buy
208
+158
+316% +$9.05K ﹤0.01% 576
2018
Q1 		$2.56K Hold
50
– – ﹤0.01% 790
2017
Q4 		$2.36K Buy
+50
New +$2.42K ﹤0.01% 745

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's PCTY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Paylocity (PCTY) stake by 16% in Q2 2026, selling an estimated $7.56K and leaving 385 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

MassMutual Private Wealth & Trust first reported a position in PCTY in Q4 2017 and has held it in 29 quarters since. The position peaked at $49.3K in Q1 2026. 146 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 385 shares of Paylocity worth $40.2K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 71 Paylocity shares in Q2 2026, an estimated $7.56K.
  • Paylocity made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #861 holding.
  • MassMutual Private Wealth & Trust first reported a position in Paylocity in Q4 2017 and has held it in 29 quarters since.
  • MassMutual Private Wealth & Trust's Paylocity position peaked at $49.3K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.