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Masso Torrence Wealth Management’s Paylocity PCTY Stock Holding History

Masso Torrence 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
Q3 		– Sell
-1,563
Closed -$283K – 113
2025
Q2 		$283K Buy
1,563
+13
+0.8% +$2.44K 0.13% 85
2025
Q1 		$290K Sell
1,550
-15
-1% -$3K 0.16% 79
2024
Q4 		$312K Buy
1,565
+41
+3% +$7.85K 0.16% 70
2024
Q3 		$251K Buy
+1,524
New +$232K 0.14% 83
2024
Q2 		– Sell
-1,639
Closed -$282K – 97
2024
Q1 		$282K Buy
+1,639
New +$271K 0.17% 78
2022
Q1 		– Sell
-192
Closed -$45K – 272
2021
Q4 		$45K Buy
+192
New +$50.9K 0.03% 157

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Masso Torrence Wealth Management's PCTY Position: Q3 2025 in Review

Masso Torrence Wealth Management sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 1,563 shares — an estimated $283K sold.

Masso Torrence Wealth Management first reported a position in PCTY in Q4 2021 and held it in 6 quarters. The position peaked at $312K in Q4 2024. 484 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Masso Torrence Wealth Management reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,563 Paylocity shares in Q3 2025, an estimated $283K.
  • Masso Torrence Wealth Management first reported a position in Paylocity in Q4 2021 and held it in 6 quarters.
  • Masso Torrence Wealth Management's Paylocity position peaked at $312K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.