Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SS&C Technologies SSNC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.64M Sell
24,335
-10,139
-29% -$779K ﹤0.01% 1285
2025
Q4 		$3.01M Buy
34,474
+41
+0.1% +$3.5K 0.01% 988
2025
Q3 		$3.06M Sell
34,433
-2,438
-7% -$211K 0.01% 909
2025
Q2 		$3.05M Sell
36,871
-5,386
-13% -$423K 0.01% 774
2025
Q1 		$3.53M Buy
42,257
+17,001
+67% +$1.41M 0.01% 632
2024
Q4 		$1.91M Buy
25,256
+11,982
+90% +$896K 0.01% 800
2024
Q3 		$985K Buy
13,274
+5,482
+70% +$389K ﹤0.01% 1046
2024
Q2 		$488K Buy
7,792
+4,406
+130% +$273K ﹤0.01% 1205
2024
Q1 		$218K Buy
3,386
+413
+14% +$25.6K ﹤0.01% 1473
2023
Q4 		$182K Buy
2,973
+114
+4% +$6.23K ﹤0.01% 1463
2023
Q3 		$150K Buy
2,859
+481
+20% +$27.5K ﹤0.01% 1429
2023
Q2 		$144K Buy
2,378
+268
+13% +$15.2K ﹤0.01% 1387
2023
Q1 		$119K Sell
2,110
-73
-3% -$4.21K ﹤0.01% 1402
2022
Q4 		$114K Sell
2,183
-176
-7% -$8.92K ﹤0.01% 1326
2022
Q3 		$113K Buy
2,359
+1,148
+95% +$66.1K ﹤0.01% 1290
2022
Q2 		$70K Buy
1,211
+731
+152% +$47K ﹤0.01% 1470
2022
Q1 		$36K Sell
480
-12
-2% -$938 ﹤0.01% 1769
2021
Q4 		$40K Buy
+492
New +$37.9K ﹤0.01% 1666
2021
Q2 		$33K Hold
457
– – ﹤0.01% 1575
2021
Q1 		$33K Hold
457
– – ﹤0.01% 1575
2020
Q4 		$33K Hold
457
– – ﹤0.01% 1575
2020
Q3 		$33K Hold
457
– – ﹤0.01% 1575
2020
Q2 		$33K Hold
457
– – ﹤0.01% 1575
2020
Q1 		$33K Hold
457
– – ﹤0.01% 1575
2019
Q4 		$33K Hold
457
– – ﹤0.01% 1575
2019
Q3 		$33K Hold
457
– – ﹤0.01% 1575
2019
Q2 		$33K Hold
457
– – ﹤0.01% 1575
2019
Q1 		$33K Sell
457
-416
-48% -$23.1K ﹤0.01% 1575
2018
Q4 		$39K Buy
873
+468
+116% +$22.7K ﹤0.01% 942
2018
Q3 		$23K Hold
405
– – ﹤0.01% 922
2018
Q2 		$21K Buy
+405
New +$20.5K ﹤0.01% 835

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SSNC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its SS&C Technologies (SSNC) stake by 29% in Q1 2026, selling an estimated $779K and leaving 24,335 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Carson Wealth (CWM LLC) first reported a position in SSNC in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.53M in Q1 2025. 719 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,335 shares of SS&C Technologies worth $1.64M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 10,139 SS&C Technologies shares in Q1 2026, an estimated $779K.
  • SS&C Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1285 holding.
  • Carson Wealth (CWM LLC) first reported a position in SS&C Technologies in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s SS&C Technologies position peaked at $3.53M in Q1 2025.
  • 719 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.