EHWM
ANSS

Eads & Heald Wealth Management’s Ansys ANSS Stock Holding History

Eads & Heald 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
Q3 		– Sell
-2,577
Closed -$905K – 140
2025
Q2 		$905K Sell
2,577
-114
-4% -$37.3K 0.45% 88
2025
Q1 		$852K Sell
2,691
-229
-8% -$76.8K 0.43% 91
2024
Q4 		$985K Buy
2,920
+387
+15% +$130K 0.48% 84
2024
Q3 		$807K Buy
2,533
+40
+2% +$12.7K 0.38% 94
2024
Q2 		$801K Buy
+2,493
New +$817K 0.39% 97

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

Eads & Heald Wealth Management's ANSS Position: Q3 2025 in Review

Eads & Heald Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 2,577 shares — an estimated $905K sold.

Eads & Heald Wealth Management first reported a position in ANSS in Q2 2024 and held it in 5 quarters. The position peaked at $985K in Q4 2024. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Eads & Heald Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 2,577 Ansys shares in Q3 2025, an estimated $905K.
  • Eads & Heald Wealth Management first reported a position in Ansys in Q2 2024 and held it in 5 quarters.
  • Eads & Heald Wealth Management's Ansys position peaked at $985K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.