HWA
SSNC icon

Heartwood Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-4
Closed -$355 – 541
2025
Q3 		$355 Buy
+4
New +$346 ﹤0.01% 615

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Heartwood Wealth Advisors's SSNC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 4 shares — an estimated $355 sold.

Heartwood Wealth Advisors first reported a position in SSNC in Q3 2025 and held it in 1 quarter. The position peaked at $355 in Q3 2025. 758 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4 SS&C Technologies shares in Q4 2025, an estimated $355.
  • Heartwood Wealth Advisors first reported a position in SS&C Technologies in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's SS&C Technologies position peaked at $355 in Q3 2025.
  • 758 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.