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Medallion Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

Medallion Wealth Advisors’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 		$52.6K Sell
848
-718
-46% -$48.7K 0.02% 459
2026
Q1 		$106K Hold
1,566
– – 0.03% 345
2025
Q4 		$137K Buy
1,566
+308
+24% +$26.3K 0.05% 297
2025
Q3 		$112K Hold
1,258
– – 0.04% 336
2025
Q2 		$104K Hold
1,258
– – 0.04% 337
2025
Q1 		$105K Hold
1,258
– – 0.05% 302
2024
Q4 		$101K Buy
+1,258
New +$94.1K 0.05% 295

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 40.89% 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

Medallion Wealth Advisors's SSNC Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its SS&C Technologies (SSNC) stake by 46% in Q2 2026, selling an estimated $48.7K and leaving 848 shares worth $52.6K. The position accounts for 0.02% of the portfolio, ranked #459.

Medallion Wealth Advisors first reported a position in SSNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $137K in Q4 2025. 725 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Medallion Wealth Advisors held 848 shares of SS&C Technologies worth $52.6K as of Q2 2026.
  • Medallion Wealth Advisors sold 718 SS&C Technologies shares in Q2 2026, an estimated $48.7K.
  • SS&C Technologies made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #459 holding.
  • Medallion Wealth Advisors first reported a position in SS&C Technologies in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's SS&C Technologies position peaked at $137K in Q4 2025.
  • 725 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.