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

Moran Wealth 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	$12.3M	Sell	197,561 -8,329	-4%	-$565K	0.33%	101
2026 Q1	$13.9M	Sell	205,890 -13,444	-6%	-$1.03M	0.43%	73
2025 Q4	$19.2M	Sell	219,334 -11,090	-5%	-$946K	0.59%	45
2025 Q3	$20.5M	Sell	230,424 -10,032	-4%	-$868K	0.62%	42
2025 Q2	$19.9M	Sell	240,456 -1,262	-0.5%	-$99.2K	0.61%	43
2025 Q1	$20.2M	Sell	241,718 -7,019	-3%	-$581K	0.68%	36
2024 Q4	$18.8M	Sell	248,737 -1,407	-0.6%	-$105K	0.6%	46
2024 Q3	$18.6M	Buy	250,144 +74,902	+43%	+$5.31M	0.57%	57
2024 Q2	$11M	Buy	+175,242	New	+$10.9M	0.36%	96

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

Moran Wealth Management's SSNC Position: Q2 2026 in Review

Moran Wealth Management reduced its SS&C Technologies (SSNC) stake by 4% in Q2 2026, selling an estimated $565K and leaving 197,561 shares worth $12.3M. The position accounts for 0.33% of the portfolio, ranked #101.

Moran Wealth Management first reported a position in SSNC in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.5M in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Moran Wealth Management held 197,561 shares of SS&C Technologies worth $12.3M as of Q2 2026.
Moran Wealth Management sold 8,329 SS&C Technologies shares in Q2 2026, an estimated $565K.
SS&C Technologies made up 0.33% of Moran Wealth Management's portfolio in Q2 2026, its #101 holding.
Moran Wealth Management first reported a position in SS&C Technologies in Q2 2024 and has held it in 9 quarters since.
Moran Wealth Management's SS&C Technologies position peaked at $20.5M in Q3 2025.
724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.