CarsonAllaria Wealth Management’s Ansys ANSS Stock Holding History

CarsonAllaria Wealth Management’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	-4	Closed	-$1.41K	–	88
2025 Q2	$1.41K	Hold	4	–	–	﹤0.01%	332
2025 Q1	$1.27K	Hold	4	–	–	﹤0.01%	339
2024 Q4	$1.35K	Hold	4	–	–	﹤0.01%	323
2024 Q3	$1.27K	Hold	4	–	–	﹤0.01%	356
2024 Q2	$1.29K	Hold	4	–	–	﹤0.01%	339
2024 Q1	$1.39K	Hold	4	–	–	﹤0.01%	354
2023 Q4	$1.45K	Hold	4	–	–	﹤0.01%	318
2023 Q3	$1.19K	Hold	4	–	–	﹤0.01%	328
2023 Q2	$1.32K	Hold	4	–	–	﹤0.01%	341
2023 Q1	$1.33K	Hold	4	–	–	﹤0.01%	321
2022 Q4	$1K	Buy	+4	New	+$932	﹤0.01%	301

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

CarsonAllaria Wealth Management's ANSS Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 4 shares — an estimated $1.41K sold.

CarsonAllaria Wealth Management first reported a position in ANSS in Q4 2022 and held it in 11 quarters. The position peaked at $1.45K in Q4 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 4 Ansys shares in Q3 2025, an estimated $1.41K.
CarsonAllaria Wealth Management first reported a position in Ansys in Q4 2022 and held it in 11 quarters.
CarsonAllaria Wealth Management's Ansys position peaked at $1.45K in Q4 2023.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.