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Integrated Investment Consultants’s SS&C Technologies SSNC Stock Holding History

Integrated Investment Consultants’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 		$253K Sell
4,085
-2,109
-34% -$143K 0.05% 229
2026
Q1 		$419K Sell
6,194
-9,260
-60% -$712K 0.09% 150
2025
Q4 		$1.35M Sell
15,454
-4,042
-21% -$345K 0.27% 66
2025
Q3 		$1.73M Sell
19,496
-6,815
-26% -$590K 0.29% 53
2025
Q2 		$2.18M Buy
26,311
+3,087
+13% +$243K 0.43% 41
2025
Q1 		$1.94M Sell
23,224
-102
-0.4% -$8.44K 0.39% 46
2024
Q4 		$1.77M Buy
23,326
+3,006
+15% +$225K 0.36% 55
2024
Q3 		$1.51M Buy
20,320
+419
+2% +$29.7K 0.33% 45
2024
Q2 		$1.28M Hold
19,901
– – 0.35% 44
2024
Q1 		$1.28M Buy
19,901
+2,018
+11% +$125K 0.35% 44
2023
Q4 		$1.09M Buy
17,883
+4,940
+38% +$270K 0.35% 43
2023
Q3 		$680K Buy
12,943
+8,559
+195% +$489K 0.25% 65
2023
Q2 		$266K Buy
4,384
+92
+2% +$5.23K 0.08% 214
2023
Q1 		$242K Hold
4,292
– – 0.08% 228
2022
Q4 		$223K Buy
+4,292
New +$218K 0.08% 218

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 $3.38T AUM 44.17% 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 40.89% 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

Integrated Investment Consultants's SSNC Position: Q2 2026 in Review

Integrated Investment Consultants reduced its SS&C Technologies (SSNC) stake by 34% in Q2 2026, selling an estimated $143K and leaving 4,085 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #229.

Integrated Investment Consultants first reported a position in SSNC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q2 2025. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Integrated Investment Consultants held 4,085 shares of SS&C Technologies worth $253K as of Q2 2026.
  • Integrated Investment Consultants sold 2,109 SS&C Technologies shares in Q2 2026, an estimated $143K.
  • SS&C Technologies made up 0.05% of Integrated Investment Consultants's portfolio in Q2 2026, its #229 holding.
  • Integrated Investment Consultants first reported a position in SS&C Technologies in Q4 2022 and has held it in 15 quarters since.
  • Integrated Investment Consultants's SS&C Technologies position peaked at $2.18M in Q2 2025.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.