PWM
PCTY icon

Parkworth Wealth Management’s Paylocity PCTY Stock Holding History

Parkworth 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
Q2 		$181 Hold
1
– – ﹤0.01% 964
2025
Q1 		$187 Hold
1
– – ﹤0.01% 745
2024
Q4 		$199 Buy
+1
New +$191 ﹤0.01% 761

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parkworth Wealth Management's PCTY Position: Q2 2025 in Review

Parkworth Wealth Management held its Paylocity (PCTY) position steady in Q2 2025 at 1 share worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Parkworth Wealth Management first reported a position in PCTY in Q4 2024 and has held it in 3 quarters since. The position peaked at $199 in Q4 2024. 489 funds tracked by Wall St. Rank hold PCTY as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Paylocity worth $181 as of Q2 2025.
  • Parkworth Wealth Management left its Paylocity share count unchanged in Q2 2025.
  • Paylocity made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #964 holding.
  • Parkworth Wealth Management first reported a position in Paylocity in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Paylocity position peaked at $199 in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Paylocity as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.