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

Whalen 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
2025
Q4 		– Sell
-3,242
Closed -$288K – 233
2025
Q3 		$288K Buy
3,242
+130
+4% +$11.3K 0.17% 139
2025
Q2 		$258K Buy
+3,112
New +$245K 0.16% 162

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

Whalen Wealth Management's SSNC Position: Q4 2025 in Review

Whalen Wealth Management sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 3,242 shares — an estimated $288K sold.

Whalen Wealth Management first reported a position in SSNC in Q2 2025 and held it in 2 quarters. The position peaked at $288K in Q3 2025. 758 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Whalen Wealth Management reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 3,242 SS&C Technologies shares in Q4 2025, an estimated $288K.
  • Whalen Wealth Management first reported a position in SS&C Technologies in Q2 2025 and held it in 2 quarters.
  • Whalen Wealth Management's SS&C Technologies position peaked at $288K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.