PWMG
ANSS

Private Wealth Management Group’s Ansys ANSS Stock Holding History

Private Wealth Management Group’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
-69
Closed -$24.2K – 1485
2025
Q2 		$24.2K Sell
69
-17
-20% -$5.57K 0.01% 264
2025
Q1 		$27.2K Hold
86
– – 0.01% 244
2024
Q4 		$29K Buy
86
+2
+2% +$671 0.01% 235
2024
Q3 		$26.8K Sell
84
-7
-8% -$2.23K 0.01% 232
2024
Q2 		$29.3K Buy
91
+29
+47% +$9.5K 0.01% 220
2024
Q1 		$21.5K Sell
62
-2
-3% -$677 0.01% 259
2023
Q4 		$23.2K Buy
+64
New +$19K 0.01% 247

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

Private Wealth Management Group's ANSS Position: Q3 2025 in Review

Private Wealth Management Group sold out of Ansys (ANSS) in Q3 2025, closing a stake of 69 shares — an estimated $24.2K sold.

Private Wealth Management Group first reported a position in ANSS in Q4 2023 and held it in 7 quarters. The position peaked at $29.3K in Q2 2024. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Private Wealth Management Group reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 69 Ansys shares in Q3 2025, an estimated $24.2K.
  • Private Wealth Management Group first reported a position in Ansys in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Ansys position peaked at $29.3K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

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