Back to SSNC
VALLEY WEALTH MANAGERS, INC. → SSNC
VALLEY WEALTH MANAGERS, INC. SSNC Position History
SS&C Technologies Holdings, Inc. • Technology
Quarters held
16
Latest value
$19M
Q3 2026
Peak value
$19.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16K |
| Q3 2025 | $1.1M |
| Q3 2025 | $19M |
| Q4 2025 | $10K |
| Q4 2025 | $16K |
| Q4 2025 | $1M |
| Q4 2025 | $19.1M |
| Q1 2026 | $8K |
| Q1 2026 | $807K |
| Q1 2026 | $15.2M |
| Q2 2026 | $7K |
| Q2 2026 | $741K |
| Q2 2026 | $15M |
| Q3 2026 | $9K |
| Q3 2026 | $927K |
| Q3 2026 | $19M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19M | 247.1K | — | — |
| Q3 2026 | $927K | 12.0K | — | — |
| Q3 2026 | $9K | 119 | — | — |
| Q2 2026 | $15M | 242.0K | — | — |
| Q2 2026 | $741K | 11.9K | — | — |
| Q2 2026 | $7K | 119 | — | — |
| Q1 2026 | $15.2M | 225.2K | — | — |
| Q1 2026 | $807K | 11.9K | — | — |
| Q1 2026 | $8K | 119 | — | — |
| Q4 2025 | $19.1M | 218.6K | — | — |
| Q4 2025 | $1M | 11.8K | — | — |
| Q4 2025 | $16K | 178 | — | — |
| Q4 2025 | $10K | 119 | — | — |
| Q3 2025 | $19M | 213.8K | — | — |
| Q3 2025 | $1.1M | 11.8K | — | — |
| Q3 2025 | $16K | 178 | — | — |
Other funds holding SSNC
Other VALLEY WEALTH MANAGERS, INC. positions
VGES
$63.7MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.3MVANGUARD RUSSELL 1000 GROWTH ETF
AAPL
$56.7MAPPLE INC COM
VGES
$53.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$51.8MVANGUARD RUSSELL 1000 GROWTH ETF
STX
$50MSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
AAPL
$49.8MAPPLE INC COM