AWM
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Activest Wealth Management’s SS&C Technologies SSNC Stock Holding History

Activest Wealth Management’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 		$62 Sell
1
-20
-95% -$1.36K ﹤0.01% 1279
2026
Q1 		$1.42K Buy
21
+20
+2,000% +$1.54K ﹤0.01% 992
2025
Q4 		$87 Hold
1
– – ﹤0.01% 1067
2025
Q3 		$89 Hold
1
– – ﹤0.01% 1069
2025
Q2 		$83 Buy
+1
New +$79 ﹤0.01% 980

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Activest Wealth Management's SSNC Position: Q2 2026 in Review

Activest Wealth Management reduced its SS&C Technologies (SSNC) stake by 95% in Q2 2026, selling an estimated $1.36K and leaving 1 share worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Activest Wealth Management first reported a position in SSNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.42K in Q1 2026. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Activest Wealth Management held 1 share of SS&C Technologies worth $62 as of Q2 2026.
  • Activest Wealth Management sold 20 SS&C Technologies shares in Q2 2026, an estimated $1.36K.
  • SS&C Technologies made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1279 holding.
  • Activest Wealth Management first reported a position in SS&C Technologies in Q2 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's SS&C Technologies position peaked at $1.42K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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