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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

SSNC holding history

SS&C Technologies Holdings Inc in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SSNC overviewAll 13F holders of SSNCFull Q2 2026 holdings

Shares (Q2 2026)
11,237
Value
$697.2K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of SSNC by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,237$697.2K0.1%+3,290+41.4%AddedHolders
Q1 20267,947$537.0K0.1%+7,947NewHolders
Q3 20250$00.0%−3,600−100.0%Sold outHolders
Q2 20253,600$298.1K<0.1%00.0%UnchangedHolders
Q1 20253,600$300.7K<0.1%00.0%UnchangedHolders
Q4 20243,600$272.8K<0.1%00.0%UnchangedHolders
Q3 20243,600$267.2K<0.1%00.0%UnchangedHolders
Q2 20243,600$225.6K<0.1%00.0%UnchangedHolders
Q1 20243,600$231.7K<0.1%00.0%UnchangedHolders
Q4 20233,600$220.0K<0.1%+3,600NewHolders
Q4 20220$00.0%−77,100−100.0%Sold outHolders
Q3 202277,100$3.68M0.6%00.0%UnchangedHolders
Q2 202277,100$4.48M0.7%00.0%UnchangedHolders
Q1 202277,100$5.78M0.8%−1,000−1.3%ReducedHolders
Q4 202178,100$6.40M0.8%+1,000+1.3%AddedHolders
Q3 202177,100$5.35M0.7%00.0%UnchangedHolders
Q2 202177,100$5.56M0.7%00.0%UnchangedHolders
Q1 202177,100$5.39M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.