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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
2024
Q2 		– Sell
-11,501
Closed -$740K – 246
2024
Q1 		$740K Buy
+11,501
New +$714K 0.11% 64

Other funds holding SSNC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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 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
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.