Dougherty Wealth Advisers’s Ansys ANSS Stock Holding History

Dougherty Wealth Advisers’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	-408	Closed	-$143K	–	113
2025 Q2	$143K	Hold	408	–	–	0.1%	51
2025 Q1	$129K	Hold	408	–	–	0.1%	51
2024 Q4	$138K	Hold	408	–	–	0.11%	50
2024 Q3	$130K	Sell	408 -16	-4%	-$5.09K	0.1%	49
2024 Q2	$136K	Hold	424	–	–	0.12%	45
2024 Q1	$147K	Sell	424 -105	-20%	-$35.5K	0.13%	46
2023 Q4	$192K	Hold	529	–	–	0.18%	40
2023 Q3	$157K	Hold	529	–	–	0.18%	40
2023 Q2	$175K	Hold	529	–	–	0.24%	38
2023 Q1	$176K	Hold	529	–	–	0.27%	39
2022 Q4	$128K	Hold	529	–	–	0.21%	46
2022 Q3	$117K	Hold	529	–	–	0.23%	45
2022 Q2	$127K	Hold	529	–	–	0.24%	46
2022 Q1	$168K	Hold	529	–	–	0.25%	41
2021 Q4	$212K	Hold	529	–	–	0.3%	38
2021 Q3	$180K	Hold	529	–	–	0.27%	40
2021 Q2	$184K	Hold	529	–	–	0.27%	39
2021 Q1	$180K	Hold	529	–	–	0.27%	38
2020 Q4	$192K	Hold	529	–	–	0.3%	35
2020 Q3	$173K	Hold	529	–	–	0.6%	35
2020 Q2	$154K	Hold	529	–	–	0.56%	37
2020 Q1	$123K	Hold	529	–	–	0.49%	43
2019 Q4	$136K	Hold	529	–	–	0.42%	49
2019 Q3	$117K	Hold	529	–	–	0.38%	50
2019 Q2	$108K	Hold	529	–	–	0.31%	66
2019 Q1	$97K	Hold	529	–	–	0.33%	61
2018 Q4	$90K	Buy	+529	New	+$82.2K	0.3%	65

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 $5.54B AUM 27.43% 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

Dougherty Wealth Advisers's ANSS Position: Q3 2025 in Review

Dougherty Wealth Advisers sold out of Ansys (ANSS) in Q3 2025, closing a stake of 408 shares — an estimated $143K sold.

Dougherty Wealth Advisers first reported a position in ANSS in Q4 2018 and held it in 27 quarters. The position peaked at $212K in Q4 2021. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Dougherty Wealth Advisers reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Dougherty Wealth Advisers sold 408 Ansys shares in Q3 2025, an estimated $143K.
Dougherty Wealth Advisers first reported a position in Ansys in Q4 2018 and held it in 27 quarters.
Dougherty Wealth Advisers's Ansys position peaked at $212K in Q4 2021.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2025, filed 14 Oct 2025.