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Atwood & Palmer’s SS&C Technologies SSNC Stock Holding History

Atwood & Palmer’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 		$12.8K Hold
207
– – ﹤0.01% 359
2026
Q1 		$14K Hold
207
– – ﹤0.01% 356
2025
Q4 		$18.1K Sell
207
-91
-31% -$7.76K ﹤0.01% 331
2025
Q3 		$26.5K Hold
298
– – ﹤0.01% 308
2025
Q2 		$24.7K Hold
298
– – ﹤0.01% 300
2025
Q1 		$24.9K Buy
298
+166
+126% +$13.7K ﹤0.01% 275
2024
Q4 		$10K Hold
132
– – ﹤0.01% 341
2024
Q3 		$9.8K Buy
+132
New +$9.36K ﹤0.01% 338

Other funds holding SSNC

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return