IAA
ANSS

Independent Advisor Alliance’s Ansys ANSS Stock Holding History

Independent Advisor Alliance’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
-859
Closed -$302K – 949
2025
Q2 		$302K Sell
859
-223
-21% -$73K 0.01% 720
2025
Q1 		$343K Buy
1,082
+89
+9% +$29.9K 0.01% 621
2024
Q4 		$335K Buy
993
+137
+16% +$45.9K ﹤0.01% 1093
2024
Q3 		$273K Sell
856
-6
-0.7% -$1.91K 0.01% 591
2024
Q2 		$277K Buy
+862
New +$282K 0.01% 590
2024
Q1 		– Sell
-586
Closed -$213K – 703
2023
Q4 		$213K Buy
+586
New +$174K 0.01% 629

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 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 $1.74B AUM 34.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Independent Advisor Alliance's ANSS Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Ansys (ANSS) in Q3 2025, closing a stake of 859 shares — an estimated $302K sold.

Independent Advisor Alliance first reported a position in ANSS in Q4 2023 and held it in 6 quarters. The position peaked at $343K in Q1 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 859 Ansys shares in Q3 2025, an estimated $302K.
  • Independent Advisor Alliance first reported a position in Ansys in Q4 2023 and held it in 6 quarters.
  • Independent Advisor Alliance's Ansys position peaked at $343K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.