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Moran Wealth Management, LLC → SSNC
Moran Wealth Management, LLC SSNC Position History
SS&C Technologies Holdings, Inc. • Technology
Quarters held
8
Latest value
$69K
Q3 2026
Peak value
$19.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $19.1M |
| Q4 2025 | $39K |
| Q1 2026 | $13.9M |
| Q1 2026 | $27K |
| Q2 2026 | $12.2M |
| Q2 2026 | $18K |
| Q3 2026 | $15.3M |
| Q3 2026 | $69K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69K | 893 | — | — |
| Q3 2026 | $15.3M | 198.3K | — | — |
| Q2 2026 | $18K | 283 | — | — |
| Q2 2026 | $12.2M | 197.3K | — | — |
| Q1 2026 | $27K | 402 | — | — |
| Q1 2026 | $13.9M | 205.5K | — | — |
| Q4 2025 | $39K | 446 | — | — |
| Q4 2025 | $19.1M | 218.9K | — | — |