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Ss&c Technologies Holding shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Ss&c Technologies Holding (SSNC) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Ss&c Technologies Holding

Tip: Access up to 7 years of quarterly data

All positions including Ss&c Technologies Holding held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ss&c Technologies Holding by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 3.2k 88.76
2025-06-30 $258k 3.1k 82.80

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Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
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Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen Wealth Management

Top funds holding Ss&c Technologies Holding

BlackRock
Vanguard Group
Henderson Group
Pzena Investment Management
State Street Corporation
FMR
Burgundy Asset Management
Robeco Investment Management
Cantillon Capital Mgnt
Geode Capital Management
Swedbank AB
Diamond Hill Capital Management
Dimensional Fund Advisors
AQR Capital Management
Franklin Resources

View all funds holding Ss&c Technologies Holding