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 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 $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $121B AUM 33.93% 1-Year Est. Return