Loring Wolcott & Coolidge Fiduciary Advisors’s Ansys ANSS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-37	Closed	-$13K	–	529
2025 Q2	$13K	Hold	37	–	–	﹤0.01%	471
2025 Q1	$11.4K	Hold	37	–	–	﹤0.01%	477
2024 Q4	$12.8K	Hold	37	–	–	﹤0.01%	477
2024 Q3	$11.9K	Sell	37 -590	-94%	-$188K	﹤0.01%	491
2024 Q2	$207K	Hold	627	–	–	﹤0.01%	269
2024 Q1	$204K	Hold	627	–	–	﹤0.01%	272
2023 Q4	$206K	Buy	627 +210	+50%	+$62.2K	﹤0.01%	278
2023 Q3	$114K	Buy	417 +380	+1,027%	+$120K	﹤0.01%	339
2023 Q2	$12.2K	Hold	37	–	–	﹤0.01%	531
2023 Q1	$12.3K	Hold	37	–	–	﹤0.01%	504
2022 Q4	$8.94K	Hold	37	–	–	﹤0.01%	508
2022 Q3	$8K	Hold	37	–	–	﹤0.01%	534
2022 Q2	$9K	Sell	37 -9	-20%	-$2.38K	﹤0.01%	552
2022 Q1	$15K	Sell	46 -117	-72%	-$38.2K	﹤0.01%	529
2021 Q4	$65K	Buy	163 +117	+254%	+$45K	﹤0.01%	433
2021 Q3	$16K	Hold	46	–	–	﹤0.01%	536
2021 Q2	$16K	Buy	+46	New	+$15.9K	﹤0.01%	561
2021 Q1	–	Sell	-46	Closed	-$17K	–	321
2020 Q4	$17K	Hold	46	–	–	﹤0.01%	521
2020 Q3	$15K	Hold	46	–	–	﹤0.01%	486
2020 Q2	$13K	Hold	46	–	–	﹤0.01%	483
2020 Q1	$11K	Hold	46	–	–	﹤0.01%	529
2019 Q4	$12K	Hold	46	–	–	﹤0.01%	572
2019 Q3	$10K	Hold	46	–	–	﹤0.01%	564
2019 Q2	$9K	Buy	46 +37	+411%	+$7.05K	﹤0.01%	565
2019 Q1	$2K	Hold	9	–	–	﹤0.01%	633
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	662
2018 Q3	$2K	Hold	9	–	–	﹤0.01%	595
2018 Q2	$2K	Hold	9	–	–	﹤0.01%	605
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	688
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	681
2017 Q3	$1K	Buy	+9	New	+$1.13K	﹤0.01%	694
2014 Q4	–	Sell	-800	Closed	-$61K	–	627
2014 Q3	$61K	Sell	800 -600	-43%	-$47.1K	﹤0.01%	389
2014 Q2	$106K	Hold	1,400	–	–	﹤0.01%	353
2014 Q1	$108K	Buy	1,400 +600	+75%	+$48.5K	﹤0.01%	333
2013 Q4	$70K	Hold	800	–	–	﹤0.01%	365
2013 Q3	$69K	Hold	800	–	–	﹤0.01%	347
2013 Q2	$58K	Buy	+800	New	+$60.4K	﹤0.01%	375

Other funds holding ANSS

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 $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Loring Wolcott & Coolidge Fiduciary Advisors's ANSS Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 37 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ANSS in Q2 2013 and held it in 37 quarters. The position peaked at $207K in Q2 2024. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 37 Ansys shares in Q3 2025, an estimated $13K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ansys in Q2 2013 and held it in 37 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Ansys position peaked at $207K in Q2 2024.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.