MA
ANSS

Montag & Associates’s Ansys ANSS Stock Holding History

Montag & Associates’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
-173
Closed -$60.7K – 1121
2025
Q2 		$60.7K Hold
173
– – ﹤0.01% 546
2025
Q1 		$54.7K Hold
173
– – ﹤0.01% 598
2024
Q4 		$58.3K Hold
173
– – ﹤0.01% 582
2024
Q3 		$55.1K Hold
173
– – ﹤0.01% 596
2024
Q2 		$55.6K Buy
173
+1
+0.6% +$328 ﹤0.01% 574
2024
Q1 		$59.7K Hold
172
– – ﹤0.01% 558
2023
Q4 		$62.4K Buy
172
+150
+682% +$44.4K ﹤0.01% 535
2023
Q3 		$6.55K Hold
22
– – ﹤0.01% 785
2023
Q2 		$7.27K Hold
22
– – ﹤0.01% 790
2023
Q1 		$7.32K Hold
22
– – ﹤0.01% 778
2022
Q4 		$5.32K Buy
+22
New +$5.12K ﹤0.01% 810

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

Montag & Associates's ANSS Position: Q3 2025 in Review

Montag & Associates sold out of Ansys (ANSS) in Q3 2025, closing a stake of 173 shares — an estimated $60.7K sold.

Montag & Associates first reported a position in ANSS in Q4 2022 and held it in 11 quarters. The position peaked at $62.4K in Q4 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Montag & Associates reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 173 Ansys shares in Q3 2025, an estimated $60.7K.
  • Montag & Associates first reported a position in Ansys in Q4 2022 and held it in 11 quarters.
  • Montag & Associates's Ansys position peaked at $62.4K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.