Avion Wealth’s Ansys ANSS Stock Holding History

Avion Wealth’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	-15	Closed	-$5K	–	1177
2025 Q2	$5K	Buy	15 +1	+7%	+$328	﹤0.01%	608
2025 Q1	$4K	Hold	14	–	–	﹤0.01%	568
2024 Q4	$4K	Hold	14	–	–	﹤0.01%	566
2024 Q3	$4K	Buy	14 +5	+56%	+$1.59K	﹤0.01%	548
2024 Q2	$2K	Buy	9 +6	+200%	+$1.97K	﹤0.01%	592
2024 Q1	$2K	Sell	3 -1	-25%	-$338	﹤0.01%	627
2023 Q4	$1K	Hold	4	–	–	﹤0.01%	673
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	558
2023 Q2	$1K	Buy	+4	New	+$1.27K	﹤0.01%	525

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

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

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

Avion Wealth's ANSS Position: Q3 2025 in Review

Avion Wealth sold out of Ansys (ANSS) in Q3 2025, closing a stake of 15 shares — an estimated $5K sold.

Avion Wealth first reported a position in ANSS in Q2 2023 and held it in 9 quarters. The position peaked at $5K in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Avion Wealth reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 15 Ansys shares in Q3 2025, an estimated $5K.
Avion Wealth first reported a position in Ansys in Q2 2023 and held it in 9 quarters.
Avion Wealth's Ansys position peaked at $5K in Q2 2025.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.