Inlet Private Wealth
SSNC icon

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

Inlet 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 		$1.84M Sell
23,925
-300
-1% -$23.1K 0.45% 64
2026
Q2 		$1.5M Buy
24,225
+700
+3% +$47.5K 0.37% 70
2026
Q1 		$1.59M Buy
23,525
+8,435
+56% +$648K 0.41% 70
2025
Q4 		$1.32M Sell
15,090
-2,385
-14% -$203K 0.31% 73
2025
Q3 		$1.55M Hold
17,475
– – 0.35% 73
2025
Q2 		$1.45M Hold
17,475
– – 0.36% 72
2025
Q1 		$1.46M Hold
17,475
– – 0.38% 72
2024
Q4 		$1.32M Buy
17,475
+3,250
+23% +$243K 0.35% 75
2024
Q3 		$1.06M Buy
14,225
+100
+0.7% +$7.09K 0.27% 81
2024
Q2 		$885K Sell
14,125
-50
-0.4% -$3.1K 0.24% 81
2024
Q1 		$912K Buy
14,175
+2,025
+17% +$126K 0.25% 80
2023
Q4 		$742K Buy
+12,150
New +$664K 0.23% 83

Other funds holding SSNC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

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

Inlet Private Wealth reduced its SS&C Technologies (SSNC) stake by 1.2% in Q3 2026, selling an estimated $23.1K and leaving 23,925 shares worth $1.84M. The position accounts for 0.45% of the portfolio, ranked #64.

Inlet Private Wealth first reported a position in SSNC in Q4 2023 and has held it in 12 quarters since. 138 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Inlet Private Wealth held 23,925 shares of SS&C Technologies worth $1.84M as of Q3 2026.
  • Inlet Private Wealth sold 300 SS&C Technologies shares in Q3 2026, an estimated $23.1K.
  • SS&C Technologies made up 0.45% of Inlet Private Wealth's portfolio in Q3 2026, its #64 holding.
  • Inlet Private Wealth first reported a position in SS&C Technologies in Q4 2023 and has held it in 12 quarters since.
  • 138 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.