WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1632972 PLYMOUTH, MN

Position in SSNC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,214,495

+$2,560,143 QoQ

Shares Held

84,037

+113.9% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#192

of 719 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. SSNC ranks #18 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	501,815	$49,820,193
2	INTU	Intuit Inc.	161,048	$42,033,528
3	ADP	Automatic Data Processing Inc	175,697	$39,347,343
4	CRM	Salesforce, Inc.	163,367	$25,593,074
5	SNOW	Snowflake Inc.	97,262	$24,753,179
6	ADSK	Autodesk, Inc.	104,658	$20,347,608
7	ADBE	Adobe Inc.	98,678	$20,230,963
8	SHOP	Shopify Inc.	164,440	$18,775,759

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,214,495	84,037	+113.9%	Shares	Sole	2026-07-15
2026-03-31	$2,654,352	39,283	-3.4%	Shares	Sole	2026-04-08
2025-12-31	$3,554,672	40,662	+8.4%	Shares	Sole	2026-01-08
2025-09-30	$3,328,144	37,496	+7.5%	Shares	Sole	2025-10-29
2025-06-30	$2,889,306	34,895	-5.5%	Shares	Sole	2025-07-10
2025-03-31	$3,085,013	36,933	+47.3%	Shares	Sole	2025-04-16
2024-12-31	$1,899,804	25,070	+102.9%	Shares	Sole	2025-03-17
2024-09-30	$916,716	12,353	+95.3%	Shares	Sole	2024-10-24
2024-06-30	$396,450	6,326	+63.3%	Shares	Sole	2024-07-16
2024-03-31	$249,305	3,873	+0.8%	Shares	Sole	2024-04-15
2023-12-31	$234,784	3,842	-21.4%	Shares	Sole	2024-01-30
2023-09-30	$256,815	4,888	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.