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Moneta Group Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Moneta Group Investment 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 		– Sell
-2,982
Closed -$201K – 913
2026
Q1 		$201K Sell
2,982
-19
-0.6% -$1.46K ﹤0.01% 771
2025
Q4 		$262K Sell
3,001
-121
-4% -$10.3K ﹤0.01% 675
2025
Q3 		$277K Sell
3,122
-109
-3% -$9.43K ﹤0.01% 645
2025
Q2 		$268K Buy
3,231
+180
+6% +$14.2K ﹤0.01% 592
2025
Q1 		$255K Buy
3,051
+210
+7% +$17.4K ﹤0.01% 562
2024
Q4 		$215K Buy
+2,841
New +$213K ﹤0.01% 616

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

Moneta Group Investment Advisors's SSNC Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 2,982 shares — an estimated $201K sold.

Moneta Group Investment Advisors first reported a position in SSNC in Q4 2024 and held it in 6 quarters. The position peaked at $277K in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,982 SS&C Technologies shares in Q2 2026, an estimated $201K.
  • Moneta Group Investment Advisors first reported a position in SS&C Technologies in Q4 2024 and held it in 6 quarters.
  • Moneta Group Investment Advisors's SS&C Technologies position peaked at $277K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.