CWS
ANSS

Confluence Wealth Services’s Ansys ANSS Stock Holding History

Confluence Wealth Services’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
-1,491
Closed -$524K – 371
2025
Q2 		$524K Sell
1,491
-25
-2% -$8.19K 0.03% 237
2025
Q1 		$468K Hold
1,516
– – 0.03% 238
2024
Q4 		$546K Hold
1,516
– – 0.04% 209
2024
Q3 		$483K Sell
1,516
-50
-3% -$15.9K 0.04% 227
2024
Q2 		$503K Hold
1,566
– – 0.04% 224
2024
Q1 		$544K Buy
1,566
+200
+15% +$67.7K 0.05% 196
2023
Q4 		$496K Sell
1,366
-157
-10% -$46.5K 0.05% 189
2023
Q3 		$453K Buy
1,523
+57
+4% +$18K 0.09% 168
2023
Q2 		$484K Hold
1,466
– – 0.1% 155
2023
Q1 		$488K Sell
1,466
-275
-16% -$77.6K 0.11% 143
2022
Q4 		$421K Buy
1,741
+32
+2% +$7.45K 0.11% 157
2022
Q3 		$378K Sell
1,709
-706
-29% -$180K 0.16% 155
2022
Q2 		$676K Buy
2,415
+310
+15% +$82K 0.3% 114
2022
Q1 		$668K Sell
2,105
-6
-0.3% -$1.96K 0.24% 115
2021
Q4 		$846K Buy
+2,111
New +$811K 0.27% 92

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

Confluence Wealth Services's ANSS Position: Q3 2025 in Review

Confluence Wealth Services sold out of Ansys (ANSS) in Q3 2025, closing a stake of 1,491 shares — an estimated $524K sold.

Confluence Wealth Services first reported a position in ANSS in Q4 2021 and held it in 15 quarters. The position peaked at $846K in Q4 2021. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Confluence Wealth Services reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 1,491 Ansys shares in Q3 2025, an estimated $524K.
  • Confluence Wealth Services first reported a position in Ansys in Q4 2021 and held it in 15 quarters.
  • Confluence Wealth Services's Ansys position peaked at $846K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

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