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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
Q1 		$5.19K Buy
+48
New +$5.89K ﹤0.01% 486

Other funds holding PCTY

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealth Preservation Advisors's PCTY Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Paylocity (PCTY) in Q1 2026: 48 shares worth $5.19K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Wealth Preservation Advisors held 48 shares of Paylocity worth $5.19K as of Q1 2026.
  • Paylocity was a new Wealth Preservation Advisors position in Q1 2026.
  • Paylocity made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #486 holding.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.