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Wealth Enhancement Trust Services’s Paylocity PCTY Stock Holding History

Wealth Enhancement Trust 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 		$15.1K Buy
+144
New +$15.3K ﹤0.01% 658

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Paylocity (PCTY) in Q2 2026: 144 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings.

345 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Wealth Enhancement Trust Services held 144 shares of Paylocity worth $15.1K as of Q2 2026.
  • Paylocity was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Paylocity made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #658 holding.
  • 345 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

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