Wealth Enhancement Advisory Services’s Paylocity PCTY Stock Holding History

Wealth Enhancement Advisory Services’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	$5.39M	Buy	51,859 +25,972	+100%	+$2.77M	0.01%	961
2026 Q1	$2.36M	Buy	25,887 +8,580	+50%	+$1.05M	﹤0.01%	1298
2025 Q4	$2.65M	Buy	17,307 +11,628	+205%	+$1.73M	﹤0.01%	1361
2025 Q3	$870K	Buy	5,679 +185	+3%	+$32.8K	﹤0.01%	1952
2025 Q2	$1.01M	Buy	5,494 +3,576	+186%	+$671K	﹤0.01%	1745
2025 Q1	$359K	Buy	+1,918	New	+$383K	﹤0.01%	2301

Other funds holding PCTY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's PCTY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Paylocity (PCTY) stake by 100% in Q2 2026, buying an estimated $2.77M and bringing the position to 51,859 shares worth $5.39M. The position accounts for 0.01% of the portfolio, ranked #961.

Wealth Enhancement Advisory Services first reported a position in PCTY in Q1 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Wealth Enhancement Advisory Services held 51,859 shares of Paylocity worth $5.39M as of Q2 2026.
Wealth Enhancement Advisory Services bought 25,972 Paylocity shares in Q2 2026, an estimated $2.77M.
Paylocity made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #961 holding.
Wealth Enhancement Advisory Services first reported a position in Paylocity in Q1 2025 and has held it in 6 quarters since.
60 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.