Lyell Wealth Management’s Ansys ANSS Stock Holding History

Lyell 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	-575	Closed	-$202K	–	213
2025 Q2	$202K	Buy	+575	New	+$188K	0.02%	214
2024 Q4	–	Sell	-629	Closed	-$200K	–	202
2024 Q3	$200K	Hold	629	–	–	0.02%	204
2024 Q2	$202K	Buy	+629	New	+$206K	0.02%	196
2024 Q1	–	Sell	-575	Closed	-$209K	–	198
2023 Q4	$209K	Buy	+575	New	+$170K	0.02%	187

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 $1.74B AUM 34.09% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Lyell Wealth Management's ANSS Position: Q3 2025 in Review

Lyell Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 575 shares — an estimated $202K sold.

Lyell Wealth Management first reported a position in ANSS in Q4 2023 and held it in 4 quarters. The position peaked at $209K in Q4 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Lyell Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Lyell Wealth Management sold 575 Ansys shares in Q3 2025, an estimated $202K.
Lyell Wealth Management first reported a position in Ansys in Q4 2023 and held it in 4 quarters.
Lyell Wealth Management's Ansys position peaked at $209K in Q4 2023.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Lyell Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.