MYIA
SSNC icon

Mount Yale Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Mount Yale 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
2025
Q4 		– Sell
-2,479
Closed -$220K – 792
2025
Q3 		$220K Buy
+2,479
New +$215K 0.02% 608
2023
Q4 		– Sell
-5,257
Closed -$276K – 538
2023
Q3 		$276K Sell
5,257
-11
-0.2% -$629 0.03% 402
2023
Q2 		$319K Sell
5,268
-137
-3% -$7.79K 0.03% 377
2023
Q1 		$305K Buy
+5,405
New +$312K 0.03% 372
2022
Q4 		– Sell
-5,259
Closed -$251K – 493
2022
Q3 		$251K Buy
5,259
+672
+15% +$38.7K 0.03% 373
2022
Q2 		$266K Buy
4,587
+353
+8% +$22.7K 0.03% 379
2022
Q1 		$318K Buy
4,234
+656
+18% +$51.3K 0.03% 352
2021
Q4 		$293K Buy
3,578
+334
+10% +$25.7K 0.03% 379
2021
Q3 		$225K Sell
3,244
-18
-0.6% -$1.33K 0.03% 424
2021
Q2 		$235K Buy
3,262
+34
+1% +$2.49K 0.03% 378
2021
Q1 		$226K Sell
3,228
-143
-4% -$9.66K 0.03% 383
2020
Q4 		$245K Buy
3,371
+23
+0.7% +$1.54K 0.03% 343
2020
Q3 		$203K Buy
+3,348
New +$200K 0.03% 331
2019
Q3 		– Sell
-8,498
Closed -$376K – 335
2019
Q2 		$376K Sell
8,498
-198
-2% -$11.9K 0.07% 235
2019
Q1 		$554K Hold
8,696
– – 0.1% 156
2018
Q4 		$467K Sell
8,696
-446
-5% -$21.7K 0.09% 188
2018
Q3 		$475K Sell
9,142
-309
-3% -$17.1K 0.08% 186
2018
Q2 		$491K Sell
9,451
-101
-1% -$5.11K 0.09% 176
2018
Q1 		$512K Buy
+9,552
New +$474K 0.11% 165

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mount Yale Investment Advisors's SSNC Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 2,479 shares — an estimated $220K sold.

Mount Yale Investment Advisors first reported a position in SSNC in Q1 2018 and held it in 19 quarters. The position peaked at $554K in Q1 2019. 757 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,479 SS&C Technologies shares in Q4 2025, an estimated $220K.
  • Mount Yale Investment Advisors first reported a position in SS&C Technologies in Q1 2018 and held it in 19 quarters.
  • Mount Yale Investment Advisors's SS&C Technologies position peaked at $554K in Q1 2019.
  • 757 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.