TWD
PCTY icon

True Wealth Design’s Paylocity PCTY Stock Holding History

True Wealth Design’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 		$32.2K Sell
298
-112
-27% -$13.7K 0.01% 537
2025
Q4 		$62.5K Buy
410
+124
+43% +$18.4K 0.02% 276
2025
Q3 		$45.6K Buy
286
+174
+155% +$30.8K 0.01% 343
2025
Q2 		$20.3K Sell
112
-14
-11% -$2.63K 0.01% 378
2025
Q1 		$23.6K Buy
126
+125
+12,500% +$25K 0.01% 317
2024
Q4 		$200 Hold
1
– – ﹤0.01% 1222
2024
Q3 		$165 Sell
1
-1
-50% -$152 ﹤0.01% 1210
2024
Q2 		$264 Hold
2
– – ﹤0.01% 724
2024
Q1 		$344 Buy
2
+1
+100% +$165 ﹤0.01% 692
2023
Q4 		$165 Hold
1
– – ﹤0.01% 701
2023
Q3 		$182 Hold
1
– – ﹤0.01% 658
2023
Q2 		$185 Hold
1
– – ﹤0.01% 663
2023
Q1 		$199 Hold
1
– – ﹤0.01% 733
2022
Q4 		$194 Buy
+1
New +$215 ﹤0.01% 669

Other funds holding PCTY

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $121B AUM 33.93% 1-Year Est. Return