PWMG
PCTY icon

Private Wealth Management Group’s Paylocity PCTY Stock Holding History

Private Wealth Management Group’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 		$2.2K Hold
21
– – ﹤0.01% 1133
2026
Q1 		$2.27K Buy
21
+13
+163% +$1.59K ﹤0.01% 1043
2025
Q4 		$1.22K Hold
8
– – ﹤0.01% 1220
2025
Q3 		$1.27K Hold
8
– – ﹤0.01% 1225
2025
Q2 		$1.45K Hold
8
– – ﹤0.01% 1178
2025
Q1 		$1.5K Hold
8
– – ﹤0.01% 1155
2024
Q4 		$1.6K Hold
8
– – ﹤0.01% 1167
2024
Q3 		$1.32K Hold
8
– – ﹤0.01% 1209
2024
Q2 		$1.05K Buy
+8
New +$1.24K ﹤0.01% 1268

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 40.91% 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

Private Wealth Management Group's PCTY Position: Q2 2026 in Review

Private Wealth Management Group held its Paylocity (PCTY) position steady in Q2 2026 at 21 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Private Wealth Management Group first reported a position in PCTY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.27K in Q1 2026. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Private Wealth Management Group held 21 shares of Paylocity worth $2.2K as of Q2 2026.
  • Private Wealth Management Group left its Paylocity share count unchanged in Q2 2026.
  • Paylocity made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1133 holding.
  • Private Wealth Management Group first reported a position in Paylocity in Q2 2024 and has held it in 9 quarters since.
  • Private Wealth Management Group's Paylocity position peaked at $2.27K in Q1 2026.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.