SVWAG
ANSS

Sound View Wealth Advisors Group’s Ansys ANSS Stock Holding History

Sound View Wealth Advisors 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
-597
Closed -$210K – 424
2025
Q2 		$210K Sell
597
-37
-6% -$12.1K 0.02% 402
2025
Q1 		$201K Hold
634
– – 0.02% 399
2024
Q4 		$214K Hold
634
– – 0.02% 391
2024
Q3 		$202K Buy
+634
New +$202K 0.02% 398
2024
Q2 		– Sell
-579
Closed -$201K – 359
2024
Q1 		$201K Sell
579
-14
-2% -$4.74K 0.02% 362
2023
Q4 		$215K Buy
+593
New +$176K 0.02% 361
2023
Q2 		– Sell
-614
Closed -$204K – 364
2023
Q1 		$204K Buy
614
+21
+4% +$5.92K 0.03% 351
2022
Q4 		$215K Buy
+593
New +$138K 0.02% 361
2022
Q1 		– Sell
-579
Closed -$232K – 288
2021
Q4 		$232K Buy
+579
New +$222K 0.04% 270
2021
Q3 		– Sell
-579
Closed -$201K – 285
2021
Q2 		$201K Buy
+579
New +$200K 0.04% 277
2021
Q1 		– Sell
-579
Closed -$211K – 270
2020
Q4 		$211K Buy
+579
New +$194K 0.05% 240

Other funds holding ANSS

DekaBank Deutsche Girozentrale
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
BIG
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Sound View Wealth Advisors Group's ANSS Position: Q3 2025 in Review

Sound View Wealth Advisors Group sold out of Ansys (ANSS) in Q3 2025, closing a stake of 597 shares — an estimated $210K sold.

Sound View Wealth Advisors Group first reported a position in ANSS in Q4 2020 and held it in 11 quarters. The position peaked at $232K in Q4 2021. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Sound View Wealth Advisors Group reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 597 Ansys shares in Q3 2025, an estimated $210K.
  • Sound View Wealth Advisors Group first reported a position in Ansys in Q4 2020 and held it in 11 quarters.
  • Sound View Wealth Advisors Group's Ansys position peaked at $232K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.