MWM
ANSS

MorganRosel Wealth Management’s Ansys ANSS Stock Holding History

MorganRosel 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
-65
Closed -$22.8K – 119
2025
Q2 		$22.8K Sell
65
-9
-12% -$2.95K 0.01% 227
2025
Q1 		$23.4K Buy
+74
New +$24.8K 0.01% 212

Other funds holding ANSS

DekaBank Deutsche Girozentrale
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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
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

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

MorganRosel Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 65 shares — an estimated $22.8K sold.

MorganRosel Wealth Management first reported a position in ANSS in Q1 2025 and held it in 2 quarters. The position peaked at $23.4K in Q1 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 65 Ansys shares in Q3 2025, an estimated $22.8K.
  • MorganRosel Wealth Management first reported a position in Ansys in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Ansys position peaked at $23.4K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.