True Wealth Design
SSNC icon

True Wealth Design’s SS&C Technologies SSNC Stock Holding History

True Wealth Design’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 		$92.9K Buy
1,206
+319
+36% +$24.6K 0.02% 304
2026
Q2 		$55K Buy
887
+301
+51% +$20.4K 0.01% 455
2026
Q1 		$39.6K Buy
586
+169
+41% +$13K 0.01% 472
2025
Q4 		$36.5K Buy
417
+30
+8% +$2.56K 0.01% 425
2025
Q3 		$34.4K Buy
387
+5
+1% +$433 0.01% 432
2025
Q2 		$31.6K Sell
382
-207
-35% -$16.3K 0.01% 281
2025
Q1 		$49.2K Buy
589
+38
+7% +$3.14K 0.02% 188
2024
Q4 		$41.8K Buy
551
+342
+164% +$25.6K 0.02% 199
2024
Q3 		$15.5K Buy
209
+193
+1,206% +$13.7K 0.01% 359
2024
Q2 		$1K Buy
16
+5
+45% +$310 ﹤0.01% 508
2024
Q1 		$709 Buy
11
+5
+83% +$310 ﹤0.01% 546
2023
Q4 		$367 Hold
6
– – ﹤0.01% 560
2023
Q3 		$316 Hold
6
– – ﹤0.01% 547
2023
Q2 		$364 Hold
6
– – ﹤0.01% 527
2023
Q1 		$339 Buy
6
+1
+20% +$58 ﹤0.01% 617
2022
Q4 		$260 Buy
+5
New +$253 ﹤0.01% 614

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

True Wealth Design's SSNC Position: Q3 2026 in Review

True Wealth Design increased its SS&C Technologies (SSNC) stake by 36% in Q3 2026, buying an estimated $24.6K and bringing the position to 1,206 shares worth $92.9K. The position accounts for 0.02% of the portfolio, ranked #304.

True Wealth Design first reported a position in SSNC in Q4 2022 and has held it in 16 quarters since. 127 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • True Wealth Design held 1,206 shares of SS&C Technologies worth $92.9K as of Q3 2026.
  • True Wealth Design bought 319 SS&C Technologies shares in Q3 2026, an estimated $24.6K.
  • SS&C Technologies made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #304 holding.
  • True Wealth Design first reported a position in SS&C Technologies in Q4 2022 and has held it in 16 quarters since.
  • 127 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.