Congress Wealth Management’s Ansys ANSS Stock Holding History

Congress 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 Q2	$1.27M	Buy	3,622 +83	+2%	+$27.2K	0.01%	650
2025 Q1	$1.12M	Sell	3,539 -233	-6%	-$78.2K	0.01%	609
2024 Q4	$1.27M	Buy	3,772 +432	+13%	+$145K	0.02%	485
2024 Q3	$1.06M	Buy	+3,340	New	+$1.06M	0.01%	513
2022 Q1	–	Sell	-29,415	Closed	-$11.8M	–	594
2021 Q4	$11.8M	Buy	+29,415	New	+$11.3M	0.23%	121

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's ANSS Position: Q2 2025 in Review

Congress Wealth Management increased its Ansys (ANSS) stake by 2.3% in Q2 2025, buying an estimated $27.2K and bringing the position to 3,622 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #650.

Congress Wealth Management first reported a position in ANSS in Q4 2021 and has held it in 5 quarters since. The position peaked at $11.8M in Q4 2021. 866 funds tracked by Wall St. Rank hold ANSS as of Q2 2025.

Congress Wealth Management held 3,622 shares of Ansys worth $1.27M as of Q2 2025.
Congress Wealth Management bought 83 Ansys shares in Q2 2025, an estimated $27.2K.
Ansys made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #650 holding.
Congress Wealth Management first reported a position in Ansys in Q4 2021 and has held it in 5 quarters since.
Congress Wealth Management's Ansys position peaked at $11.8M in Q4 2021.
866 funds tracked by Wall St. Rank held Ansys as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.