EWA
ANSS

EverSource Wealth Advisors’s Ansys ANSS Stock Holding History

EverSource 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
Q3 		– Sell
-380
Closed -$133K – 4327
2025
Q2 		$133K Buy
380
+42
+12% +$13.8K 0.01% 1054
2025
Q1 		$107K Sell
338
-133
-28% -$44.6K 0.01% 883
2024
Q4 		$159K Buy
471
+344
+271% +$115K 0.01% 747
2024
Q3 		$40.5K Buy
127
+17
+15% +$5.41K ﹤0.01% 1156
2024
Q2 		$34.5K Sell
110
-597
-84% -$196K ﹤0.01% 1267
2024
Q1 		$230K Sell
707
-382
-35% -$129K 0.02% 450
2023
Q4 		$395K Buy
1,089
+10
+0.9% +$2.96K 0.04% 284
2023
Q3 		$321K Sell
1,079
-43
-4% -$13.6K 0.03% 295
2023
Q2 		$371K Sell
1,122
-2
-0.2% -$634 0.04% 272
2023
Q1 		$374K Sell
1,124
-8
-0.7% -$2.26K 0.05% 264
2022
Q4 		$273K Sell
1,132
-403
-26% -$93.9K 0.04% 300
2022
Q3 		$340K Buy
1,535
+266
+21% +$68K 0.08% 219
2022
Q2 		$304K Buy
1,269
+26
+2% +$6.88K 0.08% 209
2022
Q1 		$395K Buy
1,243
+656
+112% +$214K 0.1% 177
2021
Q4 		$236K Buy
+587
New +$226K 0.07% 202

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

EverSource Wealth Advisors's ANSS Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 380 shares — an estimated $133K sold.

EverSource Wealth Advisors first reported a position in ANSS in Q4 2021 and held it in 15 quarters. The position peaked at $395K in Q4 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 380 Ansys shares in Q3 2025, an estimated $133K.
  • EverSource Wealth Advisors first reported a position in Ansys in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's Ansys position peaked at $395K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.