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 Q3	$7.61M	Buy	57,525 +5,666	+11%	+$793K	0.01%	853
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's PCTY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Paylocity (PCTY) stake by 11% in Q3 2026, buying an estimated $793K and bringing the position to 57,525 shares worth $7.61M. The position accounts for 0.01% of the portfolio, ranked #853.

Wealth Enhancement Advisory Services first reported a position in PCTY in Q1 2025 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

Wealth Enhancement Advisory Services held 57,525 shares of Paylocity worth $7.61M as of Q3 2026.
Wealth Enhancement Advisory Services bought 5,666 Paylocity shares in Q3 2026, an estimated $793K.
Paylocity made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #853 holding.
Wealth Enhancement Advisory Services first reported a position in Paylocity in Q1 2025 and has held it in 7 quarters since.
275 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.