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True Wealth Design’s SS&C Technologies SSNC Stock Holding History

True Wealth Design’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 		$55K Buy
887
+301
+51% +$20.4K 0.01% 455
2026
Q1 		$39.6K Buy
586
+169
+41% +$13K 0.01% 472
2025
Q4 		$36.5K Buy
417
+30
+8% +$2.56K 0.01% 425
2025
Q3 		$34.4K Buy
387
+5
+1% +$433 0.01% 432
2025
Q2 		$31.6K Sell
382
-207
-35% -$16.3K 0.01% 281
2025
Q1 		$49.2K Buy
589
+38
+7% +$3.15K 0.02% 188
2024
Q4 		$41.8K Buy
551
+342
+164% +$25.6K 0.02% 199
2024
Q3 		$15.5K Buy
209
+193
+1,206% +$13.7K 0.01% 359
2024
Q2 		$1K Buy
16
+5
+45% +$310 ﹤0.01% 508
2024
Q1 		$709 Buy
11
+5
+83% +$310 ﹤0.01% 546
2023
Q4 		$367 Hold
6
– – ﹤0.01% 560
2023
Q3 		$316 Hold
6
– – ﹤0.01% 547
2023
Q2 		$364 Hold
6
– – ﹤0.01% 527
2023
Q1 		$339 Buy
6
+1
+20% +$58 ﹤0.01% 617
2022
Q4 		$260 Buy
+5
New +$253 ﹤0.01% 614

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
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

True Wealth Design's SSNC Position: Q2 2026 in Review

True Wealth Design increased its SS&C Technologies (SSNC) stake by 51% in Q2 2026, buying an estimated $20.4K and bringing the position to 887 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #455.

True Wealth Design first reported a position in SSNC in Q4 2022 and has held it in 15 quarters since. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • True Wealth Design held 887 shares of SS&C Technologies worth $55K as of Q2 2026.
  • True Wealth Design bought 301 SS&C Technologies shares in Q2 2026, an estimated $20.4K.
  • SS&C Technologies made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #455 holding.
  • True Wealth Design first reported a position in SS&C Technologies in Q4 2022 and has held it in 15 quarters since.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.