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

Moran Wealth 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 Q3	$15.4M	Buy	199,212 +1,651	+0.8%	+$127K	0.42%	71
2026 Q2	$12.3M	Sell	197,561 -8,329	-4%	-$565K	0.33%	101
2026 Q1	$13.9M	Sell	205,890 -13,444	-6%	-$1.03M	0.43%	73
2025 Q4	$19.2M	Sell	219,334 -11,090	-5%	-$946K	0.59%	45
2025 Q3	$20.5M	Sell	230,424 -10,032	-4%	-$868K	0.62%	42
2025 Q2	$19.9M	Sell	240,456 -1,262	-0.5%	-$99.2K	0.61%	43
2025 Q1	$20.2M	Sell	241,718 -7,019	-3%	-$581K	0.68%	36
2024 Q4	$18.8M	Sell	248,737 -1,407	-0.6%	-$105K	0.6%	46
2024 Q3	$18.6M	Buy	250,144 +74,902	+43%	+$5.31M	0.57%	57
2024 Q2	$11M	Buy	+175,242	New	+$10.9M	0.36%	96

Other funds holding SSNC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Moran Wealth Management's SSNC Position: Q3 2026 in Review

Moran Wealth Management increased its SS&C Technologies (SSNC) stake by 0.84% in Q3 2026, buying an estimated $127K and bringing the position to 199,212 shares worth $15.4M. The position accounts for 0.42% of the portfolio, ranked #71.

Moran Wealth Management first reported a position in SSNC in Q2 2024 and has held it in 10 quarters since. The position peaked at $20.5M in Q3 2025. 127 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

Moran Wealth Management held 199,212 shares of SS&C Technologies worth $15.4M as of Q3 2026.
Moran Wealth Management bought 1,651 SS&C Technologies shares in Q3 2026, an estimated $127K.
SS&C Technologies made up 0.42% of Moran Wealth Management's portfolio in Q3 2026, its #71 holding.
Moran Wealth Management first reported a position in SS&C Technologies in Q2 2024 and has held it in 10 quarters since.
Moran Wealth Management's SS&C Technologies position peaked at $20.5M in Q3 2025.
127 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.