PWM
ANSS

Perigon Wealth Management’s Ansys ANSS Stock Holding History

Perigon 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
-1,798
Closed -$631K – 1217
2025
Q2 		$631K Buy
1,798
+190
+12% +$62.2K 0.01% 611
2025
Q1 		$509K Sell
1,608
-34
-2% -$11.4K 0.01% 631
2024
Q4 		$566K Sell
1,642
-21
-1% -$7.04K 0.01% 604
2024
Q3 		$530K Sell
1,663
-188
-10% -$59.8K 0.01% 602
2024
Q2 		$595K Buy
1,851
+141
+8% +$46.2K 0.02% 491
2024
Q1 		$594K Buy
1,710
+215
+14% +$72.8K 0.02% 493
2023
Q4 		$543K Sell
1,495
-49
-3% -$14.5K 0.02% 474
2023
Q3 		$459K Buy
1,544
+40
+3% +$12.7K 0.02% 463
2023
Q2 		$497K Buy
1,504
+19
+1% +$6.02K 0.02% 455
2023
Q1 		$494K Sell
1,485
-20
-1% -$5.64K 0.03% 399
2022
Q4 		$364K Buy
+1,505
New +$351K 0.02% 471
2021
Q1 		– Sell
-88
Closed -$32K – 508
2020
Q4 		$32K Buy
+88
New +$29.5K ﹤0.01% 875

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

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

Perigon Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 1,798 shares — an estimated $631K sold.

Perigon Wealth Management first reported a position in ANSS in Q4 2020 and held it in 12 quarters. The position peaked at $631K in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Perigon Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 1,798 Ansys shares in Q3 2025, an estimated $631K.
  • Perigon Wealth Management first reported a position in Ansys in Q4 2020 and held it in 12 quarters.
  • Perigon Wealth Management's Ansys position peaked at $631K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.