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Legacy Wealth Asset Management’s SS&C Technologies SSNC Stock Holding History

Legacy Wealth Asset Management’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 		$519K Buy
8,364
+1,890
+29% +$128K 0.11% 262
2026
Q1 		$437K Sell
6,474
-1,648
-20% -$127K 0.11% 277
2025
Q4 		$710K Buy
8,122
+259
+3% +$22.1K 0.17% 184
2025
Q3 		$698K Buy
7,863
+218
+3% +$18.9K 0.17% 195
2025
Q2 		$633K Buy
7,645
+2
+0% +$157 0.16% 200
2025
Q1 		$638K Sell
7,643
-4,365
-36% -$361K 0.18% 189
2024
Q4 		$910K Sell
12,008
-483
-4% -$36.1K 0.25% 105
2024
Q3 		$927K Sell
12,491
-469
-4% -$33.3K 0.25% 103
2024
Q2 		$812K Buy
12,960
+682
+6% +$42.3K 0.23% 116
2024
Q1 		$790K Buy
12,278
+7
+0.1% +$435 0.22% 129
2023
Q4 		$750K Buy
12,271
+164
+1% +$8.96K 0.25% 122
2023
Q3 		$636K Sell
12,107
-54
-0.4% -$3.09K 0.23% 136
2023
Q2 		$737K Buy
12,161
+391
+3% +$22.2K 0.26% 112
2023
Q1 		$665K Buy
11,770
+2,185
+23% +$126K 0.24% 141
2022
Q4 		$499K Buy
9,585
+2,768
+41% +$140K 0.19% 176
2022
Q3 		$326K Buy
6,817
+625
+10% +$36K 0.14% 249
2022
Q2 		$360K Buy
+6,192
New +$398K 0.15% 209

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

Legacy Wealth Asset Management's SSNC Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its SS&C Technologies (SSNC) stake by 29% in Q2 2026, buying an estimated $128K and bringing the position to 8,364 shares worth $519K. The position accounts for 0.11% of the portfolio, ranked #262.

Legacy Wealth Asset Management first reported a position in SSNC in Q2 2022 and has held it in 17 quarters since. The position peaked at $927K in Q3 2024. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Legacy Wealth Asset Management held 8,364 shares of SS&C Technologies worth $519K as of Q2 2026.
  • Legacy Wealth Asset Management bought 1,890 SS&C Technologies shares in Q2 2026, an estimated $128K.
  • SS&C Technologies made up 0.11% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #262 holding.
  • Legacy Wealth Asset Management first reported a position in SS&C Technologies in Q2 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's SS&C Technologies position peaked at $927K in Q3 2024.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.