HWAM
SSNC icon

Hennion & Walsh Asset Management’s SS&C Technologies SSNC Stock Holding History

Hennion & Walsh Asset Management’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 		$1.06M Buy
17,117
+2,161
+14% +$147K 0.03% 547
2026
Q1 		$1.01M Buy
14,956
+2,564
+21% +$197K 0.03% 509
2025
Q4 		$1.08M Buy
12,392
+8,583
+225% +$732K 0.04% 496
2025
Q3 		$338K Buy
3,809
+1,288
+51% +$111K 0.01% 805
2025
Q2 		$209K Buy
+2,521
New +$198K 0.01% 889
2024
Q4 		– Sell
-2,867
Closed -$213K – 905
2024
Q3 		$213K Buy
+2,867
New +$203K 0.01% 818
2023
Q4 		– Sell
-7,077
Closed -$372K – 867
2023
Q3 		$372K Sell
7,077
-207
-3% -$11.8K 0.02% 603
2023
Q2 		$441K Buy
7,284
+445
+7% +$25.3K 0.03% 547
2023
Q1 		$386K Buy
6,839
+285
+4% +$16.4K 0.02% 577
2022
Q4 		$341K Sell
6,554
-3,422
-34% -$173K 0.02% 591
2022
Q3 		$476K Sell
9,976
-238
-2% -$13.7K 0.03% 493
2022
Q2 		$593K Sell
10,214
-6,634
-39% -$427K 0.04% 451
2022
Q1 		$1.26M Buy
16,848
+654
+4% +$51.1K 0.07% 290
2021
Q4 		$1.33M Buy
16,194
+3,742
+30% +$288K 0.07% 302
2021
Q3 		$864K Sell
12,452
-246
-2% -$18.2K 0.05% 383
2021
Q2 		$915K Buy
12,698
+494
+4% +$36.1K 0.05% 378
2021
Q1 		$853K Buy
+12,204
New +$824K 0.05% 387

Other funds holding SSNC

WCM
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return