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World Investment Advisors’s SS&C Technologies SSNC Stock Holding History

World Investment Advisors’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 		$780K Sell
11,580
-1,119
-9% -$75.9K 0.01% 793
2026
Q1 		$858K Sell
12,699
-3,019
-19% -$232K 0.01% 767
2025
Q4 		$1.37M Buy
15,718
+1,495
+11% +$127K 0.02% 579
2025
Q3 		$1.26M Sell
14,223
-33
-0.2% -$2.86K 0.03% 507
2025
Q2 		$1.18M Buy
14,256
+1,813
+15% +$143K 0.03% 484
2025
Q1 		$1.04M Sell
12,443
-79
-0.6% -$6.54K 0.03% 497
2024
Q4 		$949K Buy
12,522
+944
+8% +$70.6K 0.03% 484
2024
Q3 		$859K Sell
11,578
-332
-3% -$23.5K 0.03% 461
2024
Q2 		$746K Sell
11,910
-361
-3% -$22.4K 0.05% 335
2024
Q1 		$790K Buy
+12,271
New +$762K 0.11% 166

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

World Investment Advisors's SSNC Position: Q2 2026 in Review

World Investment Advisors reduced its SS&C Technologies (SSNC) stake by 8.8% in Q2 2026, selling an estimated $75.9K and leaving 11,580 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #793.

World Investment Advisors first reported a position in SSNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • World Investment Advisors held 11,580 shares of SS&C Technologies worth $780K as of Q2 2026.
  • World Investment Advisors sold 1,119 SS&C Technologies shares in Q2 2026, an estimated $75.9K.
  • SS&C Technologies made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #793 holding.
  • World Investment Advisors first reported a position in SS&C Technologies in Q1 2024 and has held it in 10 quarters since.
  • World Investment Advisors's SS&C Technologies position peaked at $1.37M in Q4 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.