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

Inlet 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	$1.5M	Buy	24,225 +700	+3%	+$47.5K	0.37%	70
2026 Q1	$1.59M	Buy	23,525 +8,435	+56%	+$648K	0.41%	70
2025 Q4	$1.32M	Sell	15,090 -2,385	-14%	-$203K	0.31%	73
2025 Q3	$1.55M	Hold	17,475	–	–	0.35%	73
2025 Q2	$1.45M	Hold	17,475	–	–	0.36%	72
2025 Q1	$1.46M	Hold	17,475	–	–	0.38%	72
2024 Q4	$1.32M	Buy	17,475 +3,250	+23%	+$243K	0.35%	75
2024 Q3	$1.06M	Buy	14,225 +100	+0.7%	+$7.09K	0.27%	81
2024 Q2	$885K	Sell	14,125 -50	-0.4%	-$3.1K	0.24%	81
2024 Q1	$912K	Buy	14,175 +2,025	+17%	+$126K	0.25%	80
2023 Q4	$742K	Buy	+12,150	New	+$664K	0.23%	83

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Inlet Private Wealth increased its SS&C Technologies (SSNC) stake by 3% in Q2 2026, buying an estimated $47.5K and bringing the position to 24,225 shares worth $1.5M. The position accounts for 0.37% of the portfolio, ranked #70.

Inlet Private Wealth first reported a position in SSNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q1 2026. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Inlet Private Wealth held 24,225 shares of SS&C Technologies worth $1.5M as of Q2 2026.
Inlet Private Wealth bought 700 SS&C Technologies shares in Q2 2026, an estimated $47.5K.
SS&C Technologies made up 0.37% of Inlet Private Wealth's portfolio in Q2 2026, its #70 holding.
Inlet Private Wealth first reported a position in SS&C Technologies in Q4 2023 and has held it in 11 quarters since.
Inlet Private Wealth's SS&C Technologies position peaked at $1.59M in Q1 2026.
724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.