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 Q3	$3.01K	Sell	39 -1	-3%	-$77	﹤0.01%	537
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

DiNuzzo Private Wealth's SSNC Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its SS&C Technologies (SSNC) stake by 2.5% in Q3 2026, selling an estimated $77 and leaving 39 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

DiNuzzo Private Wealth first reported a position in SSNC in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.5K in Q4 2025. 125 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

DiNuzzo Private Wealth held 39 shares of SS&C Technologies worth $3.01K as of Q3 2026.
DiNuzzo Private Wealth sold 1 SS&C Technologies share in Q3 2026, an estimated $77.
SS&C Technologies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #537 holding.
DiNuzzo Private Wealth first reported a position in SS&C Technologies in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's SS&C Technologies position peaked at $3.5K in Q4 2025.
125 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.