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DiNuzzo Private Wealth’s SS&C Technologies SSNC Stock Holding History

DiNuzzo Private Wealth’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 		$2.48K Sell
40
-1
-2% -$68 ﹤0.01% 604
2026
Q1 		$2.77K Buy
41
+1
+3% +$77 ﹤0.01% 536
2025
Q4 		$3.5K Buy
40
+1
+3% +$85 ﹤0.01% 454
2025
Q3 		$3.46K Hold
39
– – ﹤0.01% 459
2025
Q2 		$3.23K Sell
39
-1
-3% -$79 ﹤0.01% 468
2025
Q1 		$3.34K Buy
40
+1
+3% +$83 ﹤0.01% 438
2024
Q4 		$2.96K Buy
39
+1
+3% +$75 ﹤0.01% 476
2024
Q3 		$2.82K Hold
38
– – ﹤0.01% 495
2024
Q2 		$2.38K Buy
38
+7
+23% +$434 ﹤0.01% 460
2024
Q1 		$2K Buy
31
+6
+24% +$373 ﹤0.01% 470
2023
Q4 		$1.53K Buy
+25
New +$1.37K ﹤0.01% 538

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

DiNuzzo Private Wealth's SSNC Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its SS&C Technologies (SSNC) stake by 2.4% in Q2 2026, selling an estimated $68 and leaving 40 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

DiNuzzo Private Wealth first reported a position in SSNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.5K in Q4 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • DiNuzzo Private Wealth held 40 shares of SS&C Technologies worth $2.48K as of Q2 2026.
  • DiNuzzo Private Wealth sold 1 SS&C Technologies share in Q2 2026, an estimated $68.
  • SS&C Technologies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #604 holding.
  • DiNuzzo Private Wealth first reported a position in SS&C Technologies in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's SS&C Technologies position peaked at $3.5K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.