Univest Financial’s SS&C Technologies SSNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.86M	Sell	27,488 -112,427	-80%	-$8.64M	0.1%	123
2025 Q4	$12.2M	Sell	139,915 -490	-0.3%	-$41.8K	0.65%	35
2025 Q3	$12.5M	Buy	140,405 +1,085	+0.8%	+$93.9K	0.7%	34
2025 Q2	$11.5M	Sell	139,320 -35	-0%	-$2.75K	0.69%	36
2025 Q1	$11.6M	Sell	139,355 -9,043	-6%	-$748K	0.76%	32
2024 Q4	$11.2M	Sell	148,398 -1,479	-1%	-$111K	0.71%	35
2024 Q3	$11.1M	Buy	149,877 +87,810	+141%	+$6.23M	0.73%	35
2024 Q2	$3.89M	Sell	62,067 -1,680	-3%	-$104K	1.08%	33
2024 Q1	$4.1M	Buy	63,747 +1,356	+2%	+$84.2K	1.15%	31
2023 Q4	$3.81M	Sell	62,391 -4,063	-6%	-$222K	1.13%	32
2023 Q3	$3.49M	Buy	66,454 +758	+1%	+$43.3K	1.17%	31
2023 Q2	$3.98M	Buy	65,696 +1,212	+2%	+$68.9K	1.2%	31
2023 Q1	$3.64M	Buy	64,484 +359	+0.6%	+$20.7K	1.14%	37
2022 Q4	$3.34M	Buy	64,125 +25,566	+66%	+$1.3M	1.05%	36
2022 Q3	$1.84M	Sell	38,559 -15,456	-29%	-$890K	0.6%	49
2022 Q2	$3.14M	Buy	54,015 +3,567	+7%	+$229K	1.02%	40
2022 Q1	$3.79M	Buy	+50,448	New	+$3.94M	1.07%	40