Envestnet Portfolio Solutions
SSNC icon

Envestnet Portfolio Solutions’s SS&C Technologies SSNC Stock Holding History

Envestnet Portfolio Solutions’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 		$544K Buy
8,773
+103
+1% +$6.99K ﹤0.01% 952
2026
Q1 		$586K Sell
8,670
-1,024
-11% -$78.7K ﹤0.01% 833
2025
Q4 		$847K Sell
9,694
-216
-2% -$18.4K ﹤0.01% 819
2025
Q3 		$880K Sell
9,910
-1,941
-16% -$168K ﹤0.01% 779
2025
Q2 		$981K Sell
11,851
-166
-1% -$13K ﹤0.01% 794
2025
Q1 		$1M Buy
12,017
+3,293
+38% +$273K ﹤0.01% 793
2024
Q4 		$661K Buy
8,724
+3,925
+82% +$294K ﹤0.01% 1100
2024
Q3 		$356K Sell
4,799
-1,594
-25% -$113K ﹤0.01% 1364
2024
Q2 		$401K Sell
6,393
-3,182
-33% -$197K ﹤0.01% 1225
2024
Q1 		$616K Sell
9,575
-138
-1% -$8.57K ﹤0.01% 1030
2023
Q4 		$594K Buy
9,713
+531
+6% +$29K ﹤0.01% 978
2023
Q3 		$482K Buy
+9,182
New +$525K ﹤0.01% 1003

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

Envestnet Portfolio Solutions's SSNC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its SS&C Technologies (SSNC) stake by 1.2% in Q2 2026, buying an estimated $6.99K and bringing the position to 8,773 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Envestnet Portfolio Solutions first reported a position in SSNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1M in Q1 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Envestnet Portfolio Solutions held 8,773 shares of SS&C Technologies worth $544K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 103 SS&C Technologies shares in Q2 2026, an estimated $6.99K.
  • SS&C Technologies made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #952 holding.
  • Envestnet Portfolio Solutions first reported a position in SS&C Technologies in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's SS&C Technologies position peaked at $1M in Q1 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.