PWPS
ANSS

Pinnacle Wealth Planning Services’s Ansys ANSS Stock Holding History

Pinnacle Wealth Planning Services’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
-799
Closed -$281K – 486
2025
Q2 		$281K Sell
799
-52
-6% -$17K 0.04% 319
2025
Q1 		$269K Buy
851
+11
+1% +$3.69K 0.04% 285
2024
Q4 		$283K Buy
+840
New +$282K 0.04% 267
2024
Q2 		– Sell
-586
Closed -$203K – 511
2024
Q1 		$203K Buy
586
+23
+4% +$7.79K 0.03% 431
2023
Q4 		$204K Buy
+563
New +$167K 0.03% 402
2021
Q1 		– Sell
-294
Closed -$107K – 429
2020
Q4 		$107K Buy
+294
New +$98.4K 0.03% 442
2018
Q3 		– Sell
-1,746
Closed -$304K – 178
2018
Q2 		$304K Sell
1,746
-321
-16% -$53.4K 0.3% 112
2018
Q1 		$324K Buy
2,067
+1,487
+256% +$238K 0.33% 105
2017
Q4 		$86K Buy
+580
New +$82.1K 0.18% 96

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

Pinnacle Wealth Planning Services's ANSS Position: Q3 2025 in Review

Pinnacle Wealth Planning Services sold out of Ansys (ANSS) in Q3 2025, closing a stake of 799 shares — an estimated $281K sold.

Pinnacle Wealth Planning Services first reported a position in ANSS in Q4 2017 and held it in 9 quarters. The position peaked at $324K in Q1 2018. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Pinnacle Wealth Planning Services reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 799 Ansys shares in Q3 2025, an estimated $281K.
  • Pinnacle Wealth Planning Services first reported a position in Ansys in Q4 2017 and held it in 9 quarters.
  • Pinnacle Wealth Planning Services's Ansys position peaked at $324K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2025, filed 13 Nov 2025.