Physician Wealth Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
Other funds holding PCTY
Physician Wealth Advisors's PCTY Position: Q2 2026 in Review
Physician Wealth Advisors increased its Paylocity (PCTY) stake by 967% in Q2 2026, buying an estimated $3.09K and bringing the position to 32 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.
Physician Wealth Advisors first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.
- Physician Wealth Advisors held 32 shares of Paylocity worth $3.35K as of Q2 2026.
- Physician Wealth Advisors bought 29 Paylocity shares in Q2 2026, an estimated $3.09K.
- Paylocity made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1281 holding.
- Physician Wealth Advisors first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
- 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.