Wealth Enhancement Advisory Services
SSNC icon

Wealth Enhancement Advisory Services’s SS&C Technologies SSNC Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.88M Buy
84,037
+44,754
+114% +$3.04M 0.01% 1017
2026
Q1 		$2.32M Sell
39,283
-1,379
-3% -$106K ﹤0.01% 1309
2025
Q4 		$3.61M Buy
40,662
+3,166
+8% +$270K ﹤0.01% 1186
2025
Q3 		$3.29M Buy
37,496
+2,601
+7% +$225K 0.01% 1168
2025
Q2 		$2.91M Sell
34,895
-2,038
-6% -$160K ﹤0.01% 1169
2025
Q1 		$3.09M Buy
36,933
+11,863
+47% +$982K 0.01% 1031
2024
Q4 		$1.9M Buy
25,070
+12,717
+103% +$951K ﹤0.01% 1212
2024
Q3 		$917K Buy
12,353
+6,027
+95% +$427K ﹤0.01% 1454
2024
Q2 		$396K Buy
6,326
+2,453
+63% +$152K ﹤0.01% 1792
2024
Q1 		$249K Buy
3,873
+31
+0.8% +$1.93K ﹤0.01% 2038
2023
Q4 		$235K Sell
3,842
-1,046
-21% -$57.1K ﹤0.01% 1999
2023
Q3 		$257K Buy
+4,888
New +$279K ﹤0.01% 1837

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 40.89% 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

Wealth Enhancement Advisory Services's SSNC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its SS&C Technologies (SSNC) stake by 114% in Q2 2026, buying an estimated $3.04M and bringing the position to 84,037 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #1017.

Wealth Enhancement Advisory Services first reported a position in SSNC in Q3 2023 and has held it in 12 quarters since. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 84,037 shares of SS&C Technologies worth $4.88M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 44,754 SS&C Technologies shares in Q2 2026, an estimated $3.04M.
  • SS&C Technologies made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1017 holding.
  • Wealth Enhancement Advisory Services first reported a position in SS&C Technologies in Q3 2023 and has held it in 12 quarters since.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.