EP Wealth Advisors’s Ansys ANSS Stock Holding History

EP Wealth Advisors’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	$1.44M	Buy	4,107 +3,075	+298%	+$1.01M	0.01%	484
2025 Q1	$327K	Buy	1,032 +90	+10%	+$30.2K	﹤0.01%	874
2024 Q4	$318K	Buy	942 +172	+22%	+$57.7K	﹤0.01%	849
2024 Q3	$245K	Buy	770 +65	+9%	+$20.7K	﹤0.01%	946
2024 Q2	$227K	Buy	+705	New	+$231K	﹤0.01%	730
2022 Q1	–	Sell	-570	Closed	-$229K	–	636
2021 Q4	$229K	Buy	+570	New	+$219K	0.01%	509
2021 Q3	–	Sell	-577	Closed	-$200K	–	529
2021 Q2	$200K	Buy	+577	New	+$200K	0.01%	517
2020 Q4	–	Sell	-1,058	Closed	-$346K	–	456
2020 Q3	$346K	Hold	1,058	–	–	0.01%	274
2020 Q2	$309K	Sell	1,058 -19	-2%	-$5.06K	0.01%	300
2020 Q1	$250K	Buy	1,077 +22	+2%	+$5.67K	0.01%	327
2019 Q4	$272K	Sell	1,055 -9	-0.8%	-$2.13K	0.01%	347
2019 Q3	$236K	Sell	1,064 -250	-19%	-$52.7K	0.01%	316
2019 Q2	$269K	Buy	1,314 +169	+15%	+$32.2K	0.02%	255
2019 Q1	$209K	Buy	+1,145	New	+$194K	0.02%	230
2018 Q4	–	Sell	-1,115	Closed	-$208K	–	263
2018 Q3	$208K	Buy	+1,115	New	+$200K	0.02%	266

Other funds holding ANSS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return