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

Marshall & Sterling 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
-114
Closed -$10.1K – 586
2025
Q3 		$10.1K Hold
114
– – 0.01% 340
2025
Q2 		$9.44K Hold
114
– – 0.01% 340
2025
Q1 		$9.52K Buy
+114
New +$9.44K 0.01% 325

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

Marshall & Sterling Wealth Advisors's SSNC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 114 shares — an estimated $10.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in SSNC in Q1 2025 and held it in 3 quarters. The position peaked at $10.1K in Q3 2025. 758 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 114 SS&C Technologies shares in Q4 2025, an estimated $10.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in SS&C Technologies in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's SS&C Technologies position peaked at $10.1K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.