WWM
SSNC icon

Western Wealth Management’s SS&C Technologies SSNC Stock Holding History

Western 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
Q2 		$847K Sell
13,647
-94
-0.7% -$6.38K 0.03% 525
2026
Q1 		$928K Buy
+13,741
New +$1.06M 0.04% 469
2024
Q4 		– Sell
-15,894
Closed -$1.18M – 750
2024
Q3 		$1.18M Buy
+15,894
New +$1.13M 0.07% 286

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

Western Wealth Management's SSNC Position: Q2 2026 in Review

Western Wealth Management reduced its SS&C Technologies (SSNC) stake by 0.68% in Q2 2026, selling an estimated $6.38K and leaving 13,647 shares worth $847K. The position accounts for 0.03% of the portfolio, ranked #525.

Western Wealth Management first reported a position in SSNC in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.18M in Q3 2024. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Western Wealth Management held 13,647 shares of SS&C Technologies worth $847K as of Q2 2026.
  • Western Wealth Management sold 94 SS&C Technologies shares in Q2 2026, an estimated $6.38K.
  • SS&C Technologies made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #525 holding.
  • Western Wealth Management first reported a position in SS&C Technologies in Q3 2024 and has held it in 3 quarters since.
  • Western Wealth Management's SS&C Technologies position peaked at $1.18M in Q3 2024.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.