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Aaron Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

Aaron Wealth Advisors’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Sell
4,278
-183
-4% -$12.4K 0.01% 612
2026
Q1 		$301K Buy
4,461
+899
+25% +$69.1K 0.02% 554
2025
Q4 		$311K Buy
+3,562
New +$304K 0.02% 561
2025
Q2 		– Sell
-2,445
Closed -$204K – 518
2025
Q1 		$204K Buy
+2,445
New +$202K 0.02% 434

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aaron Wealth Advisors's SSNC Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its SS&C Technologies (SSNC) stake by 4.1% in Q2 2026, selling an estimated $12.4K and leaving 4,278 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #612.

Aaron Wealth Advisors first reported a position in SSNC in Q1 2025 and has held it in 4 quarters since. The position peaked at $311K in Q4 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Aaron Wealth Advisors held 4,278 shares of SS&C Technologies worth $265K as of Q2 2026.
  • Aaron Wealth Advisors sold 183 SS&C Technologies shares in Q2 2026, an estimated $12.4K.
  • SS&C Technologies made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #612 holding.
  • Aaron Wealth Advisors first reported a position in SS&C Technologies in Q1 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's SS&C Technologies position peaked at $311K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.