COA
ANSS

Charter Oak Advisors’s Ansys ANSS Stock Holding History

Charter Oak Advisors’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
-51,220
Closed -$18M – 14
2025
Q2 		$18M Hold
51,220
– – 8.02% 3
2025
Q1 		$16.2M Buy
51,220
+35,801
+232% +$12M 11.56% 2
2024
Q4 		$5.2M Buy
+15,419
New +$5.17M 2.98% 13

Other funds holding ANSS

DekaBank Deutsche Girozentrale
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
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

Charter Oak Advisors's ANSS Position: Q3 2025 in Review

Charter Oak Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 51,220 shares — an estimated $18M sold.

Charter Oak Advisors first reported a position in ANSS in Q4 2024 and held it in 3 quarters. The position peaked at $18M in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Charter Oak Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Charter Oak Advisors sold 51,220 Ansys shares in Q3 2025, an estimated $18M.
  • Charter Oak Advisors first reported a position in Ansys in Q4 2024 and held it in 3 quarters.
  • Charter Oak Advisors's Ansys position peaked at $18M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Charter Oak Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.