Marshall & Sterling Wealth Advisors’s Ansys ANSS Stock Holding History

Marshall & Sterling 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	-3	Closed	-$1.05K	–	648
2025 Q2	$1.05K	Buy	3 +1	+50%	+$328	﹤0.01%	578
2025 Q1	$634	Buy	+2	New	+$671	﹤0.01%	609

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

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 $5.86B AUM 20.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ANSS Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 3 shares — an estimated $1.05K sold.

Marshall & Sterling Wealth Advisors first reported a position in ANSS in Q1 2025 and held it in 2 quarters. The position peaked at $1.05K in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Marshall & Sterling Wealth Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 3 Ansys shares in Q3 2025, an estimated $1.05K.
Marshall & Sterling Wealth Advisors first reported a position in Ansys in Q1 2025 and held it in 2 quarters.
Marshall & Sterling Wealth Advisors's Ansys position peaked at $1.05K in Q2 2025.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.