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 Q2	$2.3K	Buy	22 +9	+69%	+$959	﹤0.01%	1358
2026 Q1	$1.4K	Buy	+13	New	+$1.59K	﹤0.01%	1377

Other funds holding PCTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SHP Wealth Management's PCTY Position: Q2 2026 in Review

SHP Wealth Management increased its Paylocity (PCTY) stake by 69% in Q2 2026, buying an estimated $959 and bringing the position to 22 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

SHP Wealth Management first reported a position in PCTY in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

SHP Wealth Management held 22 shares of Paylocity worth $2.3K as of Q2 2026.
SHP Wealth Management bought 9 Paylocity shares in Q2 2026, an estimated $959.
Paylocity made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1358 holding.
SHP Wealth Management first reported a position in Paylocity in Q1 2026 and has held it in 2 quarters since.
471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.