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SHP Wealth Management’s Paylocity PCTY Stock Holding History

SHP 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
2026
Q1 		$1.4K Buy
+13
New +$1.59K ﹤0.01% 1377

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 $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SHP Wealth Management's PCTY Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Paylocity (PCTY) in Q1 2026: 13 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #1377 among its holdings.

443 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • SHP Wealth Management held 13 shares of Paylocity worth $1.4K as of Q1 2026.
  • Paylocity was a new SHP Wealth Management position in Q1 2026.
  • Paylocity made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1377 holding.
  • 443 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.