LWAM
SSNC icon

Legacy Wealth Asset Management’s SS&C Technologies SSNC Stock Holding History

Legacy Wealth 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 		$519K Buy
8,364
+1,890
+29% +$128K 0.11% 262
2026
Q1 		$437K Sell
6,474
-1,648
-20% -$127K 0.11% 277
2025
Q4 		$710K Buy
8,122
+259
+3% +$22.1K 0.17% 184
2025
Q3 		$698K Buy
7,863
+218
+3% +$18.9K 0.17% 195
2025
Q2 		$633K Buy
7,645
+2
+0% +$157 0.16% 200
2025
Q1 		$638K Sell
7,643
-4,365
-36% -$361K 0.18% 189
2024
Q4 		$910K Sell
12,008
-483
-4% -$36.1K 0.25% 105
2024
Q3 		$927K Sell
12,491
-469
-4% -$33.3K 0.25% 103
2024
Q2 		$812K Buy
12,960
+682
+6% +$42.3K 0.23% 116
2024
Q1 		$790K Buy
12,278
+7
+0.1% +$435 0.22% 129
2023
Q4 		$750K Buy
12,271
+164
+1% +$8.96K 0.25% 122
2023
Q3 		$636K Sell
12,107
-54
-0.4% -$3.09K 0.23% 136
2023
Q2 		$737K Buy
12,161
+391
+3% +$22.2K 0.26% 112
2023
Q1 		$665K Buy
11,770
+2,185
+23% +$126K 0.24% 141
2022
Q4 		$499K Buy
9,585
+2,768
+41% +$140K 0.19% 176
2022
Q3 		$326K Buy
6,817
+625
+10% +$36K 0.14% 249
2022
Q2 		$360K Buy
+6,192
New +$398K 0.15% 209

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return