Wealth Preservation Advisors’s Paylocity PCTY Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-48	Closed	-$5.19K	–	700
2026 Q1	$5.19K	Buy	+48	New	+$5.89K	﹤0.01%	486

Other funds holding PCTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Preservation Advisors's PCTY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Paylocity (PCTY) in Q2 2026, closing a stake of 48 shares — an estimated $5.19K sold.

Wealth Preservation Advisors first reported a position in PCTY in Q1 2026 and held it in 1 quarter. The position peaked at $5.19K in Q1 2026. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Wealth Preservation Advisors reported no remaining Paylocity position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 48 Paylocity shares in Q2 2026, an estimated $5.19K.
Wealth Preservation Advisors first reported a position in Paylocity in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Paylocity position peaked at $5.19K in Q1 2026.
471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.