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

SHP 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 		$993 Buy
16
+11
+220% +$746 ﹤0.01% 1591
2026
Q1 		$338 Buy
+5
New +$384 ﹤0.01% 1686

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its SS&C Technologies (SSNC) stake by 220% in Q2 2026, buying an estimated $746 and bringing the position to 16 shares worth $993. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

SHP Wealth Management first reported a position in SSNC in Q1 2026 and has held it in 2 quarters since. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • SHP Wealth Management held 16 shares of SS&C Technologies worth $993 as of Q2 2026.
  • SHP Wealth Management bought 11 SS&C Technologies shares in Q2 2026, an estimated $746.
  • SS&C Technologies made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1591 holding.
  • SHP Wealth Management first reported a position in SS&C Technologies in Q1 2026 and has held it in 2 quarters since.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.