BHPW
ANSS

Beverly Hills Private Wealth’s Ansys ANSS Stock Holding History

Beverly Hills Private 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
-971
Closed -$341K – 345
2025
Q2 		$341K Sell
971
-113
-10% -$37K 0.06% 237
2025
Q1 		$343K Buy
1,084
+39
+4% +$13.1K 0.07% 234
2024
Q4 		$352K Sell
1,045
-163
-13% -$54.6K 0.07% 223
2024
Q3 		$385K Sell
1,208
-257
-18% -$81.7K 0.08% 222
2024
Q2 		$471K Sell
1,465
-108
-7% -$35.4K 0.1% 192
2024
Q1 		$546K Sell
1,573
-111
-7% -$37.6K 0.13% 174
2023
Q4 		$611K Sell
1,684
-108
-6% -$32K 0.16% 139
2023
Q3 		$533K Sell
1,792
-1,818
-50% -$576K 0.16% 140
2023
Q2 		$1.1M Buy
3,610
+1,862
+107% +$590K 0.18% 123
2023
Q1 		$582K Buy
1,748
+289
+20% +$81.5K 0.18% 127
2022
Q4 		$352K Buy
+1,459
New +$340K 0.15% 150

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.2B AUM 26.68% 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 $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beverly Hills Private Wealth's ANSS Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Ansys (ANSS) in Q3 2025, closing a stake of 971 shares — an estimated $341K sold.

Beverly Hills Private Wealth first reported a position in ANSS in Q4 2022 and held it in 11 quarters. The position peaked at $1.1M in Q2 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 971 Ansys shares in Q3 2025, an estimated $341K.
  • Beverly Hills Private Wealth first reported a position in Ansys in Q4 2022 and held it in 11 quarters.
  • Beverly Hills Private Wealth's Ansys position peaked at $1.1M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.