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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SHP Wealth Management's SSNC Position: Q1 2026 in Review

SHP Wealth Management opened a new position in SS&C Technologies (SSNC) in Q1 2026: 5 shares worth $338. The stake represents ﹤0.01% of the portfolio and ranks #1686 among its holdings.

718 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • SHP Wealth Management held 5 shares of SS&C Technologies worth $338 as of Q1 2026.
  • SS&C Technologies was a new SHP Wealth Management position in Q1 2026.
  • SS&C Technologies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1686 holding.
  • 718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.