Institute for Wealth Management’s Ansys ANSS Stock Holding History

Institute for Wealth Management’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	-1,108	Closed	-$389K	–	560
2025 Q2	$389K	Sell	1,108 -40	-3%	-$13.1K	0.04%	370
2025 Q1	$363K	Hold	1,148	–	–	0.05%	368
2024 Q4	$387K	Buy	1,148 +72	+7%	+$24.1K	0.05%	343
2024 Q3	$343K	Buy	+1,076	New	+$342K	0.04%	382

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

Institute for Wealth Management's ANSS Position: Q3 2025 in Review

Institute for Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 1,108 shares — an estimated $389K sold.

Institute for Wealth Management first reported a position in ANSS in Q3 2024 and held it in 4 quarters. The position peaked at $389K in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Institute for Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Institute for Wealth Management sold 1,108 Ansys shares in Q3 2025, an estimated $389K.
Institute for Wealth Management first reported a position in Ansys in Q3 2024 and held it in 4 quarters.
Institute for Wealth Management's Ansys position peaked at $389K in Q2 2025.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.