Cyndeo Wealth Partners’s Ansys ANSS Stock Holding History

Cyndeo Wealth Partners’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	-604	Closed	-$212K	–	475
2025 Q2	$212K	Buy	+604	New	+$198K	0.01%	442
2025 Q1	–	Sell	-597	Closed	-$201K	–	450
2024 Q4	$201K	Buy	+597	New	+$200K	0.01%	434
2024 Q2	–	Sell	-610	Closed	-$212K	–	395
2024 Q1	$212K	Hold	610	–	–	0.02%	370
2023 Q4	$221K	Buy	+610	New	+$181K	0.02%	345
2023 Q3	–	Sell	-650	Closed	-$215K	–	342
2023 Q2	$215K	Buy	650 +28	+5%	+$8.87K	0.02%	306
2023 Q1	$207K	Buy	+622	New	+$175K	0.02%	306

Other funds holding ANSS

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Cyndeo Wealth Partners's ANSS Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of Ansys (ANSS) in Q3 2025, closing a stake of 604 shares — an estimated $212K sold.

Cyndeo Wealth Partners first reported a position in ANSS in Q1 2023 and held it in 6 quarters. The position peaked at $221K in Q4 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Cyndeo Wealth Partners reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 604 Ansys shares in Q3 2025, an estimated $212K.
Cyndeo Wealth Partners first reported a position in Ansys in Q1 2023 and held it in 6 quarters.
Cyndeo Wealth Partners's Ansys position peaked at $221K in Q4 2023.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.