Curated Wealth Partners’s SS&C Technologies SSNC Stock Holding History

Curated Wealth Partners’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
2025 Q3	–	Sell	-6,950	Closed	-$575K	–	172
2025 Q2	$575K	Sell	6,950 -2,615	-27%	-$206K	0.07%	88
2025 Q1	$799K	Sell	9,565 -2,877	-23%	-$238K	0.1%	66
2024 Q4	$943K	Buy	12,442 +695	+6%	+$52K	0.11%	53
2024 Q3	$872K	Buy	11,747 +87	+0.7%	+$6.17K	0.11%	56
2024 Q2	$731K	Buy	+11,660	New	+$723K	0.1%	63
2024 Q1	–	Sell	-12,008	Closed	-$746K	–	250
2023 Q4	$734K	Buy	12,008 +384	+3%	+$21K	0.12%	65
2023 Q3	$611K	Buy	+11,624	New	+$664K	0.11%	64
2022 Q2	–	Sell	-3,085	Closed	-$251K	–	160
2022 Q1	$251K	Hold	3,085	–	–	0.09%	121
2021 Q4	$251K	Buy	+3,085	New	+$237K	0.08%	125

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curated Wealth Partners's SSNC Position: Q3 2025 in Review

Curated Wealth Partners sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 6,950 shares — an estimated $575K sold.

Curated Wealth Partners first reported a position in SSNC in Q4 2021 and held it in 9 quarters. The position peaked at $943K in Q4 2024. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

Curated Wealth Partners reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
Curated Wealth Partners sold 6,950 SS&C Technologies shares in Q3 2025, an estimated $575K.
Curated Wealth Partners first reported a position in SS&C Technologies in Q4 2021 and held it in 9 quarters.
Curated Wealth Partners's SS&C Technologies position peaked at $943K in Q4 2024.
722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Curated Wealth Partners's 13F filing for Q3 2025, filed 9 Oct 2025.