Wealthfront Advisers
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Wealthfront Advisers’s SS&C Technologies SSNC Stock Holding History

Wealthfront Advisers’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 		$564K Sell
9,091
-5,162
-36% -$350K ﹤0.01% 838
2026
Q1 		$963K Sell
14,253
-31,094
-69% -$2.39M ﹤0.01% 723
2025
Q4 		$3.96M Buy
45,347
+3,329
+8% +$284K 0.01% 449
2025
Q3 		$3.73M Buy
42,018
+3,786
+10% +$328K 0.01% 453
2025
Q2 		$3.17M Sell
38,232
-804
-2% -$63.2K 0.01% 467
2025
Q1 		$3.26M Buy
39,036
+6,524
+20% +$540K 0.01% 436
2024
Q4 		$2.46M Buy
32,512
+12,367
+61% +$925K 0.01% 481
2024
Q3 		$1.49M Buy
20,145
+8,996
+81% +$638K ﹤0.01% 562
2024
Q2 		$699K Buy
11,149
+1,926
+21% +$119K ﹤0.01% 689
2024
Q1 		$594K Buy
9,223
+4,764
+107% +$296K ﹤0.01% 706
2023
Q4 		$272K Sell
4,459
-15,494
-78% -$846K ﹤0.01% 806
2023
Q3 		$1.05M Sell
19,953
-3,814
-16% -$218K ﹤0.01% 545
2023
Q2 		$1.44M Sell
23,767
-1,022
-4% -$58.1K 0.01% 486
2023
Q1 		$1.4M Sell
24,789
-9,665
-28% -$557K 0.01% 472
2022
Q4 		$1.79M Buy
34,454
+24,052
+231% +$1.22M 0.01% 430
2022
Q3 		$497K Sell
10,402
-21,854
-68% -$1.26M ﹤0.01% 593
2022
Q2 		$1.87M Buy
32,256
+24,672
+325% +$1.59M 0.01% 396
2022
Q1 		$568K Sell
7,584
-8,983
-54% -$702K ﹤0.01% 609
2021
Q4 		$1.36M Buy
16,567
+1,909
+13% +$147K 0.01% 453
2021
Q3 		$1.02M Buy
14,658
+9,029
+160% +$669K ﹤0.01% 468
2021
Q2 		$406K Buy
+5,629
New +$412K ﹤0.01% 545

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

Wealthfront Advisers's SSNC Position: Q2 2026 in Review

Wealthfront Advisers reduced its SS&C Technologies (SSNC) stake by 36% in Q2 2026, selling an estimated $350K and leaving 9,091 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Wealthfront Advisers first reported a position in SSNC in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.96M in Q4 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Wealthfront Advisers held 9,091 shares of SS&C Technologies worth $564K as of Q2 2026.
  • Wealthfront Advisers sold 5,162 SS&C Technologies shares in Q2 2026, an estimated $350K.
  • SS&C Technologies made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #838 holding.
  • Wealthfront Advisers first reported a position in SS&C Technologies in Q2 2021 and has held it in 21 quarters since.
  • Wealthfront Advisers's SS&C Technologies position peaked at $3.96M in Q4 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.