EWA
ANSS

Exencial Wealth Advisors’s Ansys ANSS Stock Holding History

Exencial 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
-47,183
Closed -$16.6M – 521
2025
Q2 		$16.6M Sell
47,183
-2,249
-5% -$737K 0.58% 46
2025
Q1 		$15.6M Buy
49,432
+167
+0.3% +$56K 0.58% 49
2024
Q4 		$16.6M Sell
49,265
-1,322
-3% -$443K 0.61% 45
2024
Q3 		$16.1M Sell
50,587
-606
-1% -$193K 0.58% 55
2024
Q2 		$16.5M Buy
51,193
+10,047
+24% +$3.29M 0.62% 51
2024
Q1 		$14.3M Buy
+41,146
New +$13.9M 0.53% 60
2023
Q2 		– Sell
-1,249
Closed -$416K – 429
2023
Q1 		$416K Sell
1,249
-573
-31% -$162K 0.02% 311
2022
Q4 		$440K Sell
1,822
-520
-22% -$121K 0.02% 306
2022
Q3 		$519K Sell
2,342
-124
-5% -$31.7K 0.03% 275
2022
Q2 		$590K Sell
2,466
-92
-4% -$24.3K 0.03% 268
2022
Q1 		$813K Sell
2,558
-17,375
-87% -$5.67M 0.04% 248
2021
Q4 		$8M Sell
19,933
-6,250
-24% -$2.4M 0.39% 94
2021
Q3 		$8.91M Buy
26,183
+7,347
+39% +$2.65M 0.39% 69
2021
Q2 		$6.54M Sell
18,836
-103
-0.5% -$35.6K 0.35% 97
2021
Q1 		$6.43M Buy
18,939
+924
+5% +$328K 0.38% 94
2020
Q4 		$6.55M Buy
18,015
+882
+5% +$295K 0.45% 81
2020
Q3 		$5.61M Sell
17,133
-22
-0.1% -$6.89K 0.3% 107
2020
Q2 		$5M Buy
17,155
+265
+2% +$70.6K 0.43% 78
2020
Q1 		$3.93M Buy
16,890
+379
+2% +$97.7K 0.7% 47
2019
Q4 		$4.25M Sell
16,511
-456
-3% -$108K 0.74% 50
2019
Q3 		$3.76M Sell
16,967
-660
-4% -$139K 0.81% 44
2019
Q2 		$3.61M Sell
17,627
-345
-2% -$65.7K 0.84% 43
2019
Q1 		$3.28M Sell
17,972
-165
-0.9% -$27.9K 0.78% 50
2018
Q4 		$2.59M Buy
18,137
+545
+3% +$84.7K 0.7% 54
2018
Q3 		$3.28M Sell
17,592
-2,000
-10% -$358K 0.76% 45
2018
Q2 		$3.41M Sell
19,592
-536
-3% -$89.2K 0.95% 39
2018
Q1 		$3.15M Sell
20,128
-6,194
-24% -$990K 0.94% 42
2017
Q4 		$3.88M Sell
26,322
-2,060
-7% -$292K 1.17% 27
2017
Q3 		$3.48M Sell
28,382
-271
-0.9% -$34K 1.15% 31
2017
Q2 		$3.49M Sell
28,653
-209
-0.7% -$24.6K 1.43% 25
2017
Q1 		$3.11M Sell
28,862
-1,182
-4% -$118K 1.35% 25
2016
Q4 		$2.78M Buy
30,044
+110
+0.4% +$10.1K 1.18% 30
2016
Q3 		$2.73M Buy
29,934
+298
+1% +$27.8K 1.21% 27
2016
Q2 		$2.69M Buy
29,636
+1,942
+7% +$172K 1.21% 30
2016
Q1 		$2.48M Sell
27,694
-165
-0.6% -$14.2K 1.17% 32
2015
Q4 		$2.38M Buy
27,859
+85
+0.3% +$7.84K 1.18% 34
2015
Q3 		$2.45M Buy
27,774
+816
+3% +$74.9K 1.2% 30
2015
Q2 		$2.52M Sell
26,958
-375
-1% -$33.3K 1.59% 23
2015
Q1 		$2.4M Buy
27,333
+1,800
+7% +$152K 1.01% 38
2014
Q4 		$2.06M Sell
25,533
-15
-0.1% -$1.19K 0.91% 45
2014
Q3 		$1.93M Buy
25,548
+230
+0.9% +$18K 0.85% 44
2014
Q2 		$1.91M Sell
25,318
-425
-2% -$31.9K 0.81% 50
2014
Q1 		$1.93M Buy
+25,743
New +$2.08M 0.81% 49

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 $5.54B AUM 27.43% 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

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

Exencial Wealth Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 47,183 shares — an estimated $16.6M sold.

Exencial Wealth Advisors first reported a position in ANSS in Q1 2014 and held it in 43 quarters. The position peaked at $16.6M in Q4 2024. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Exencial Wealth Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 47,183 Ansys shares in Q3 2025, an estimated $16.6M.
  • Exencial Wealth Advisors first reported a position in Ansys in Q1 2014 and held it in 43 quarters.
  • Exencial Wealth Advisors's Ansys position peaked at $16.6M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Exencial Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.