DiNuzzo Private Wealth’s SS&C Technologies SSNC Stock Holding History

DiNuzzo Private Wealth’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	$2.48K	Sell	40 -1	-2%	-$68	﹤0.01%	604
2026 Q1	$2.77K	Buy	41 +1	+3%	+$77	﹤0.01%	536
2025 Q4	$3.5K	Buy	40 +1	+3%	+$85	﹤0.01%	454
2025 Q3	$3.46K	Hold	39	–	–	﹤0.01%	459
2025 Q2	$3.23K	Sell	39 -1	-3%	-$79	﹤0.01%	468
2025 Q1	$3.34K	Buy	40 +1	+3%	+$83	﹤0.01%	438
2024 Q4	$2.96K	Buy	39 +1	+3%	+$75	﹤0.01%	476
2024 Q3	$2.82K	Hold	38	–	–	﹤0.01%	495
2024 Q2	$2.38K	Buy	38 +7	+23%	+$434	﹤0.01%	460
2024 Q1	$2K	Buy	31 +6	+24%	+$373	﹤0.01%	470
2023 Q4	$1.53K	Buy	+25	New	+$1.37K	﹤0.01%	538

Other funds holding SSNC

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return