Atria Wealth Solutions’s Ansys ANSS Stock Holding History

Atria Wealth Solutions’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 Q2	$254K	Sell	724 -751	-51%	-$246K	0.01%	1246
2025 Q1	$467K	Buy	1,475 +650	+79%	+$218K	0.01%	1234
2024 Q4	$278K	Sell	825 -7	-0.8%	-$2.35K	﹤0.01%	1601
2024 Q3	$265K	Sell	832 -1,103	-57%	-$351K	﹤0.01%	1593
2024 Q2	$622K	Sell	1,935 -1,414	-42%	-$463K	0.01%	1125
2024 Q1	$1.16M	Buy	3,349 +860	+35%	+$291K	0.01%	848
2023 Q4	$903K	Buy	2,489 +1,520	+157%	+$450K	0.01%	908
2023 Q3	$288K	Sell	969 -729	-43%	-$231K	﹤0.01%	1439
2023 Q2	$561K	Buy	1,698 +49	+3%	+$15.5K	0.01%	1101
2023 Q1	$549K	Buy	1,649 +686	+71%	+$193K	0.01%	1078
2022 Q4	$233K	Sell	963 -216	-18%	-$50.3K	﹤0.01%	1518
2022 Q3	$261K	Sell	1,179 -1,483	-56%	-$379K	﹤0.01%	1386
2022 Q2	$637K	Buy	2,662 +1,202	+82%	+$318K	0.01%	863
2022 Q1	$464K	Buy	+1,460	New	+$477K	0.01%	1106

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's ANSS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Ansys (ANSS) stake by 51% in Q2 2025, selling an estimated $246K and leaving 724 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #1246.

Atria Wealth Solutions first reported a position in ANSS in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q1 2024. 866 funds tracked by Wall St. Rank hold ANSS as of Q2 2025.

Atria Wealth Solutions held 724 shares of Ansys worth $254K as of Q2 2025.
Atria Wealth Solutions sold 751 Ansys shares in Q2 2025, an estimated $246K.
Ansys made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1246 holding.
Atria Wealth Solutions first reported a position in Ansys in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Ansys position peaked at $1.16M in Q1 2024.
866 funds tracked by Wall St. Rank held Ansys as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.