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Principia Wealth Advisory’s Paylocity PCTY Stock Holding History

Principia Wealth Advisory’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 		$418 Sell
4
-14
-78% -$1.49K ﹤0.01% 919
2026
Q1 		$1.95K Buy
18
+6
+50% +$736 ﹤0.01% 530
2025
Q4 		$1.83K Buy
+12
New +$1.78K ﹤0.01% 488

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's PCTY Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Paylocity (PCTY) stake by 78% in Q2 2026, selling an estimated $1.49K and leaving 4 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Principia Wealth Advisory first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95K in Q1 2026. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Principia Wealth Advisory held 4 shares of Paylocity worth $418 as of Q2 2026.
  • Principia Wealth Advisory sold 14 Paylocity shares in Q2 2026, an estimated $1.49K.
  • Paylocity made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #919 holding.
  • Principia Wealth Advisory first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Paylocity position peaked at $1.95K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.