Asset Dedication LLC’s Ansys ANSS Stock Holding History

Asset Dedication LLC’s Portfolio ANSS Stock Details ANSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2	Closed	-$703	–	1145
2025 Q2	$703	Hold	2	–	–	﹤0.01%	1108
2025 Q1	$634	Sell	2 -383	-99%	-$128K	﹤0.01%	1050
2024 Q4	$130K	Hold	385	–	–	0.01%	349
2024 Q3	$123K	Buy	385 +100	+35%	+$31.8K	0.01%	388
2024 Q2	$91.6K	Hold	285	–	–	0.01%	415
2024 Q1	$99K	Hold	285	–	–	0.01%	374
2023 Q4	$103K	Sell	285 -22	-7%	-$6.52K	0.01%	357
2023 Q3	$92K	Buy	307 +22	+8%	+$6.96K	0.01%	370
2023 Q2	$94K	Hold	285	–	–	0.01%	374
2023 Q1	$95K	Hold	285	–	–	0.01%	368
2022 Q4	$69K	Hold	285	–	–	0.01%	386
2022 Q3	$63K	Hold	285	–	–	0.01%	387
2022 Q2	$68K	Sell	285 -115	-29%	-$30.4K	0.01%	207
2022 Q1	$127K	Hold	400	–	–	0.01%	336
2021 Q4	$160K	Hold	400	–	–	0.02%	294
2021 Q3	$136K	Buy	400 +100	+33%	+$36.1K	0.02%	298
2021 Q2	$104K	Hold	300	–	–	0.02%	312
2021 Q1	$102K	Hold	300	–	–	0.02%	272
2020 Q4	$109K	Hold	300	–	–	0.02%	284
2020 Q3	$98K	Hold	300	–	–	0.02%	280
2020 Q2	$88K	Hold	300	–	–	0.02%	273
2020 Q1	$70K	Hold	300	–	–	0.02%	285
2019 Q4	$77K	Hold	300	–	–	0.02%	260
2019 Q3	$66K	Hold	300	–	–	0.02%	258
2019 Q2	$61K	Hold	300	–	–	0.02%	261
2019 Q1	$55K	Hold	300	–	–	0.02%	267
2018 Q4	$43K	Hold	300	–	–	0.02%	277
2018 Q3	$56K	Hold	300	–	–	0.02%	253
2018 Q2	$52K	Hold	300	–	–	0.02%	266
2018 Q1	$47K	Buy	+300	New	+$48K	0.02%	237

Other funds holding ANSS

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

ALMGDA

AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Asset Dedication LLC's ANSS Position: Q3 2025 in Review

Asset Dedication LLC sold out of Ansys (ANSS) in Q3 2025, closing a stake of 2 shares — an estimated $703 sold.

Asset Dedication LLC first reported a position in ANSS in Q1 2018 and held it in 30 quarters. The position peaked at $160K in Q4 2021. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Asset Dedication LLC reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Asset Dedication LLC sold 2 Ansys shares in Q3 2025, an estimated $703.
Asset Dedication LLC first reported a position in Ansys in Q1 2018 and held it in 30 quarters.
Asset Dedication LLC's Ansys position peaked at $160K in Q4 2021.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.