EWA
ANSS

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EP Wealth Advisors's ANSS Position: Q2 2025 in Review

EP Wealth Advisors increased its Ansys (ANSS) stake by 298% in Q2 2025, buying an estimated $1.01M and bringing the position to 4,107 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #484.

EP Wealth Advisors first reported a position in ANSS in Q3 2018 and has held it in 15 quarters since. 866 funds tracked by Wall St. Rank hold ANSS as of Q2 2025.

  • EP Wealth Advisors held 4,107 shares of Ansys worth $1.44M as of Q2 2025.
  • EP Wealth Advisors bought 3,075 Ansys shares in Q2 2025, an estimated $1.01M.
  • Ansys made up 0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #484 holding.
  • EP Wealth Advisors first reported a position in Ansys in Q3 2018 and has held it in 15 quarters since.
  • 866 funds tracked by Wall St. Rank held Ansys as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.