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Unique Wealth Strategies’s Paylocity PCTY Stock Holding History

Unique Wealth Strategies’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
2025
Q1 		– Sell
-2,847
Closed -$568K – 212
2024
Q4 		$568K Buy
+2,847
New +$545K 0.25% 110

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return

Unique Wealth Strategies's PCTY Position: Q1 2025 in Review

Unique Wealth Strategies sold out of Paylocity (PCTY) in Q1 2025, closing a stake of 2,847 shares — an estimated $568K sold.

Unique Wealth Strategies first reported a position in PCTY in Q4 2024 and held it in 1 quarter. The position peaked at $568K in Q4 2024. 468 funds tracked by Wall St. Rank hold PCTY as of Q1 2025.

  • Unique Wealth Strategies reported no remaining Paylocity position as of Q1 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,847 Paylocity shares in Q1 2025, an estimated $568K.
  • Unique Wealth Strategies first reported a position in Paylocity in Q4 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Paylocity position peaked at $568K in Q4 2024.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q1 2025.

Based on Unique Wealth Strategies's 13F filing for Q1 2025, filed 14 Jul 2026.