Net Worth Advisory Group’s SS&C Technologies SSNC Stock Holding History

Net Worth Advisory Group’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	–	Sell	-3,095	Closed	-$209K	–	464
2026 Q1	$209K	Sell	3,095 -432	-12%	-$33.2K	0.04%	403
2025 Q4	$308K	Buy	3,527 +8	+0.2%	+$682	0.06%	310
2025 Q3	$312K	Sell	3,519 -282	-7%	-$24.4K	0.09%	264
2025 Q2	$315K	Buy	3,801 +127	+3%	+$9.98K	0.07%	289
2025 Q1	$307K	Sell	3,674 -821	-18%	-$68K	0.1%	249
2024 Q4	$341K	Buy	4,495 +29	+0.6%	+$2.17K	0.1%	222
2024 Q3	$331K	Buy	+4,466	New	+$317K	0.1%	242

Other funds holding SSNC

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return