Spire Wealth Management’s Paylocity PCTY Stock Holding History

Spire 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	$1.57K	Buy	15 +4	+36%	+$426	﹤0.01%	2056
2026 Q1	$1.19K	Sell	11 -1	-8%	-$123	﹤0.01%	2121
2025 Q4	$1.83K	Hold	12	–	–	﹤0.01%	2119
2025 Q3	$1.91K	Hold	12	–	–	﹤0.01%	2170
2025 Q2	$2.17K	Hold	12	–	–	﹤0.01%	2155
2025 Q1	$2.25K	Hold	12	–	–	﹤0.01%	2258
2024 Q4	$2.48K	Hold	12	–	–	﹤0.01%	2212
2024 Q3	$1.98K	Sell	12 -21	-64%	-$3.19K	﹤0.01%	2006
2024 Q2	$4.35K	Sell	33 -3	-8%	-$464	﹤0.01%	1863
2024 Q1	$6.19K	Hold	36	–	–	﹤0.01%	1879
2023 Q4	$5.49K	Hold	36	–	–	﹤0.01%	1932
2023 Q3	$6.54K	Hold	36	–	–	﹤0.01%	1858
2023 Q2	$6.64K	Hold	36	–	–	﹤0.01%	1928
2023 Q1	$7.16K	Hold	36	–	–	﹤0.01%	1955
2022 Q4	$7K	Hold	36	–	–	﹤0.01%	1743
2022 Q3	$9K	Hold	36	–	–	﹤0.01%	1604
2022 Q2	$6K	Hold	36	–	–	﹤0.01%	2087
2022 Q1	$7K	Hold	36	–	–	﹤0.01%	2157
2021 Q4	$9K	Hold	36	–	–	﹤0.01%	2420
2021 Q3	$10K	Hold	36	–	–	﹤0.01%	2103
2021 Q2	$7K	Buy	36 +10	+38%	+$1.8K	﹤0.01%	2242
2021 Q1	$5K	Buy	+26	New	+$4.96K	﹤0.01%	2646

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 40.91% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Spire Wealth Management increased its Paylocity (PCTY) stake by 36% in Q2 2026, buying an estimated $426 and bringing the position to 15 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Spire Wealth Management first reported a position in PCTY in Q1 2021 and has held it in 22 quarters since. The position peaked at $10K in Q3 2021. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Spire Wealth Management held 15 shares of Paylocity worth $1.57K as of Q2 2026.
Spire Wealth Management bought 4 Paylocity shares in Q2 2026, an estimated $426.
Paylocity made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2056 holding.
Spire Wealth Management first reported a position in Paylocity in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Paylocity position peaked at $10K in Q3 2021.
468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.