Summit Securities Group’s Ansys ANSS Stock Holding History

Summit Securities 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 Q1	–	Sell	-15	Closed	-$5.06K	–	779
2024 Q4	$5.06K	Buy	+15	New	+$5.03K	﹤0.01%	515
2024 Q3	–	Sell	-12	Closed	-$4K	–	557
2024 Q2	$4K	Sell	12 -988	-99%	-$324K	﹤0.01%	505
2024 Q1	$347K	Sell	1,000 -507	-34%	-$172K	0.06%	121
2023 Q4	$547K	Buy	1,507 +1,497	+14,970%	+$443K	0.05%	183
2023 Q3	$3K	Sell	10 -20	-67%	-$6.33K	﹤0.01%	491
2023 Q2	$10K	Buy	+30	New	+$9.5K	﹤0.01%	773
2022 Q4	–	Sell	-335	Closed	-$74K	–	1143
2022 Q3	$74K	Buy	+335	New	+$85.6K	0.01%	567
2022 Q2	–	Sell	-395	Closed	-$125K	–	939
2022 Q1	$125K	Buy	+395	New	+$129K	0.01%	468
2014 Q3	–	Sell	-500	Closed	-$38K	–	697
2014 Q2	$38K	Buy	500 +400	+400%	+$30K	0.01%	319
2014 Q1	$8K	Buy	+100	New	+$8.09K	﹤0.01%	275

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's ANSS Position: Q1 2025 in Review

Summit Securities Group sold out of Ansys (ANSS) in Q1 2025, closing a stake of 15 shares — an estimated $5.06K sold.

Summit Securities Group first reported a position in ANSS in Q1 2014 and held it in 10 quarters. The position peaked at $547K in Q4 2023. 877 funds tracked by Wall St. Rank hold ANSS as of Q1 2025.

Summit Securities Group reported no remaining Ansys position as of Q1 2025 after selling out during the quarter.
Summit Securities Group sold 15 Ansys shares in Q1 2025, an estimated $5.06K.
Summit Securities Group first reported a position in Ansys in Q1 2014 and held it in 10 quarters.
Summit Securities Group's Ansys position peaked at $547K in Q4 2023.
877 funds tracked by Wall St. Rank held Ansys as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.