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Clearstead Advisors’s SS&C Technologies SSNC Stock Holding History

Clearstead 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 		$499K Sell
8,041
-636
-7% -$43.2K ﹤0.01% 762
2026
Q1 		$586K Buy
8,677
+610
+8% +$46.9K 0.01% 675
2025
Q4 		$705K Sell
8,067
-1,219
-13% -$104K 0.01% 560
2025
Q3 		$824K Sell
9,286
-1,315
-12% -$114K 0.01% 509
2025
Q2 		$878K Buy
10,601
+977
+10% +$76.8K 0.01% 480
2025
Q1 		$804K Sell
9,624
-2,633
-21% -$218K 0.01% 460
2024
Q4 		$929K Buy
12,257
+1,262
+11% +$94.4K 0.01% 421
2024
Q3 		$816K Buy
10,995
+31
+0.3% +$2.2K 0.01% 458
2024
Q2 		$687K Buy
10,964
+926
+9% +$57.5K 0.01% 473
2024
Q1 		$633K Sell
10,038
-798
-7% -$49.6K 0.03% 284
2023
Q4 		$662K Sell
10,836
-10,940
-50% -$598K 0.04% 276
2023
Q3 		$1.14M Buy
21,776
+10,770
+98% +$616K 0.03% 282
2023
Q2 		$667K Buy
11,006
+9,441
+603% +$537K 0.04% 261
2023
Q1 		$88.4K Hold
1,565
– – 0.01% 532
2022
Q4 		$81.5K Hold
1,565
– – 0.01% 538
2022
Q3 		$75K Hold
1,565
– – 0.01% 529
2022
Q2 		$91K Hold
1,565
– – 0.01% 514
2022
Q1 		$117K Hold
1,565
– – 0.01% 515
2021
Q4 		$128K Buy
+1,565
New +$120K 0.01% 478

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

Clearstead Advisors's SSNC Position: Q2 2026 in Review

Clearstead Advisors reduced its SS&C Technologies (SSNC) stake by 7.3% in Q2 2026, selling an estimated $43.2K and leaving 8,041 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Clearstead Advisors first reported a position in SSNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q3 2023. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Clearstead Advisors held 8,041 shares of SS&C Technologies worth $499K as of Q2 2026.
  • Clearstead Advisors sold 636 SS&C Technologies shares in Q2 2026, an estimated $43.2K.
  • SS&C Technologies made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #762 holding.
  • Clearstead Advisors first reported a position in SS&C Technologies in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's SS&C Technologies position peaked at $1.14M in Q3 2023.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.