Heritage Wealth Advisors’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6
| Closed | -$2.11K | – | 583 |
|
|
2025
Q2 | $2.11K | Hold |
6
| – | – | ﹤0.01% | 513 |
|
|
2025
Q1 | $1.9K | Sell |
6
-61
| -91% | -$20.5K | ﹤0.01% | 508 |
|
|
2024
Q4 | $22.6K | Hold |
67
| – | – | ﹤0.01% | 379 |
|
|
2024
Q3 | $21.3K | Buy |
67
+6
| +10% | +$1.91K | ﹤0.01% | 392 |
|
|
2024
Q2 | $19.6K | Hold |
61
| – | – | ﹤0.01% | 377 |
|
|
2024
Q1 | $21.2K | Hold |
61
| – | – | ﹤0.01% | 393 |
|
|
2023
Q4 | $22.1K | Hold |
61
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $18.2K | Sell |
61
-43
| -41% | -$13.6K | ﹤0.01% | 387 |
|
|
2023
Q2 | $34.3K | Hold |
104
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $34.6K | Hold |
104
| – | – | ﹤0.01% | 358 |
|
|
2022
Q4 | $25.1K | Hold |
104
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $23.1K | Hold |
104
| – | – | ﹤0.01% | 369 |
|
|
2022
Q2 | $25K | Hold |
104
| – | – | ﹤0.01% | 398 |
|
|
2022
Q1 | $33K | Hold |
104
| – | – | ﹤0.01% | 354 |
|
|
2021
Q4 | $42K | Hold |
104
| – | – | ﹤0.01% | 344 |
|
|
2021
Q3 | $35.4K | Sell |
104
-932
| -90% | -$337K | ﹤0.01% | 351 |
|
|
2021
Q2 | $360K | Buy |
1,036
+932
| +896% | +$322K | 0.02% | 155 |
|
|
2021
Q1 | $35.3K | Hold |
104
| – | – | ﹤0.01% | 365 |
|
|
2020
Q4 | $38K | Hold |
104
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $34K | Hold |
104
| – | – | ﹤0.01% | 304 |
|
|
2020
Q2 | $30.3K | Hold |
104
| – | – | ﹤0.01% | 290 |
|
|
2020
Q1 | $24.2K | Sell |
104
-57
| -35% | -$14.7K | ﹤0.01% | 300 |
|
|
2019
Q4 | $41.4K | Hold |
161
| – | – | 0.01% | 316 |
|
|
2019
Q3 | $35K | Hold |
161
| – | – | 0.01% | 307 |
|
|
2019
Q2 | $33K | Sell |
161
-46
| -22% | -$8.76K | 0.01% | 293 |
|
|
2019
Q1 | $37.8K | Hold |
207
| – | – | 0.01% | 252 |
|
|
2018
Q4 | $29K | Hold |
207
| – | – | 0.01% | 232 |
|
|
2018
Q3 | $38K | Buy |
+207
| New | +$37K | 0.01% | 215 |
|
Other funds holding ANSS
ALMGDA
SRC
Heritage Wealth Advisors's ANSS Position: Q3 2025 in Review
Heritage Wealth Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 6 shares — an estimated $2.11K sold.
Heritage Wealth Advisors first reported a position in ANSS in Q3 2018 and held it in 28 quarters. The position peaked at $360K in Q2 2021. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.
- Heritage Wealth Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
- Heritage Wealth Advisors sold 6 Ansys shares in Q3 2025, an estimated $2.11K.
- Heritage Wealth Advisors first reported a position in Ansys in Q3 2018 and held it in 28 quarters.
- Heritage Wealth Advisors's Ansys position peaked at $360K in Q2 2021.
- 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.
Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.