Icon Wealth Advisors’s Ansys ANSS Stock Holding History

Icon 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	-411	Closed	-$144K	–	519
2025 Q2	$144K	Sell	411 -63	-13%	-$20.6K	0.01%	426
2025 Q1	$150K	Sell	474 -486	-51%	-$163K	0.01%	401
2024 Q4	$324K	Sell	960 -69	-7%	-$23.1K	0.03%	286
2024 Q3	$328K	Sell	1,029 -492	-32%	-$156K	0.03%	279
2024 Q2	$477K	Sell	1,521 -346	-19%	-$113K	0.04%	215
2024 Q1	$648K	Sell	1,867 -838	-31%	-$284K	0.06%	178
2023 Q4	$982K	Buy	+2,705	New	+$801K	0.1%	129
2022 Q4	$528K	Sell	2,185 -216	-9%	-$50.3K	0.06%	188
2022 Q3	$532K	Buy	+2,401	New	+$614K	0.06%	182

Other funds holding ANSS

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

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

Icon Wealth Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 411 shares — an estimated $144K sold.

Icon Wealth Advisors first reported a position in ANSS in Q3 2022 and held it in 9 quarters. The position peaked at $982K in Q4 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Icon Wealth Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Icon Wealth Advisors sold 411 Ansys shares in Q3 2025, an estimated $144K.
Icon Wealth Advisors first reported a position in Ansys in Q3 2022 and held it in 9 quarters.
Icon Wealth Advisors's Ansys position peaked at $982K in Q4 2023.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.