Principia Wealth Advisory’s Ansys ANSS Stock Holding History

Principia Wealth Advisory’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	Closed	-$351	–	970
2025 Q2	$351	Sell	1 -2	-67%	-$655	﹤0.01%	814
2025 Q1	$929	Sell	3 -1	-25%	-$335	﹤0.01%	413
2024 Q4	$1.35K	Buy	+4	New	+$1.34K	﹤0.01%	305

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 $5.54B AUM 27.43% 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

Principia Wealth Advisory's ANSS Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Ansys (ANSS) in Q3 2025, closing a stake of 1 share — an estimated $351 sold.

Principia Wealth Advisory first reported a position in ANSS in Q4 2024 and held it in 3 quarters. The position peaked at $1.35K in Q4 2024. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

Principia Wealth Advisory reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
Principia Wealth Advisory sold 1 Ansys share in Q3 2025, an estimated $351.
Principia Wealth Advisory first reported a position in Ansys in Q4 2024 and held it in 3 quarters.
Principia Wealth Advisory's Ansys position peaked at $1.35K in Q4 2024.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.