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

OneDigital 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 Q1	–	Sell	-2,505	Closed	-$219K	–	1583
2025 Q4	$219K	Buy	2,505 +10	+0.4%	+$853	﹤0.01%	1395
2025 Q3	$221K	Sell	2,495 -92	-4%	-$7.96K	﹤0.01%	1374
2025 Q2	$214K	Buy	+2,587	New	+$203K	﹤0.01%	1362
2024 Q4	–	Sell	-6,244	Closed	-$463K	–	1509
2024 Q3	$463K	Buy	6,244 +266	+4%	+$18.9K	0.01%	964
2024 Q2	$375K	Buy	5,978 +837	+16%	+$51.9K	﹤0.01%	1008
2024 Q1	$331K	Sell	5,141 -99	-2%	-$6.15K	0.01%	879
2023 Q4	$320K	Sell	5,240 -184	-3%	-$10.1K	0.01%	886
2023 Q3	$285K	Buy	5,424 +546	+11%	+$31.2K	0.01%	824
2023 Q2	$296K	Buy	+4,878	New	+$277K	0.01%	833

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OneDigital Investment Advisors's SSNC Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 2,505 shares — an estimated $219K sold.

OneDigital Investment Advisors first reported a position in SSNC in Q2 2023 and held it in 9 quarters. The position peaked at $463K in Q3 2024. 719 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

OneDigital Investment Advisors reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 2,505 SS&C Technologies shares in Q1 2026, an estimated $219K.
OneDigital Investment Advisors first reported a position in SS&C Technologies in Q2 2023 and held it in 9 quarters.
OneDigital Investment Advisors's SS&C Technologies position peaked at $463K in Q3 2024.
719 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.