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

Ritholtz 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 		$832K Buy
13,402
+7,323
+120% +$497K 0.01% 675
2026
Q1 		$411K Sell
6,079
-14,626
-71% -$1.12M 0.01% 856
2025
Q4 		$1.81M Buy
20,705
+9,024
+77% +$769K 0.03% 373
2025
Q3 		$1.04M Buy
11,681
+899
+8% +$77.8K 0.02% 488
2025
Q2 		$893K Buy
10,782
+4,693
+77% +$369K 0.02% 479
2025
Q1 		$509K Buy
+6,089
New +$504K 0.02% 584

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 40.91% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Ritholtz Wealth Management increased its SS&C Technologies (SSNC) stake by 120% in Q2 2026, buying an estimated $497K and bringing the position to 13,402 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #675.

Ritholtz Wealth Management first reported a position in SSNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.81M in Q4 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Ritholtz Wealth Management held 13,402 shares of SS&C Technologies worth $832K as of Q2 2026.
  • Ritholtz Wealth Management bought 7,323 SS&C Technologies shares in Q2 2026, an estimated $497K.
  • SS&C Technologies made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #675 holding.
  • Ritholtz Wealth Management first reported a position in SS&C Technologies in Q1 2025 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's SS&C Technologies position peaked at $1.81M in Q4 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.