UCFA
ANSS

United Capital Financial Advisors’s Ansys ANSS Stock Holding History

United Capital Financial Advisors’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
-1,442
Closed -$506K – 1204
2025
Q2 		$506K Sell
1,442
-105
-7% -$34.4K ﹤0.01% 777
2025
Q1 		$490K Buy
1,547
+47
+3% +$15.8K ﹤0.01% 751
2024
Q4 		$506K Buy
1,500
+9
+0.6% +$3.02K ﹤0.01% 733
2024
Q3 		$475K Sell
1,491
-179
-11% -$56.9K ﹤0.01% 741
2024
Q2 		$537K Buy
1,670
+200
+14% +$65.5K ﹤0.01% 695
2024
Q1 		$510K Sell
1,470
-195
-12% -$66K ﹤0.01% 732
2023
Q4 		$604K Buy
+1,665
New +$493K 0.01% 681
2020
Q1 		– Sell
-955
Closed -$246K – 1195
2019
Q4 		$246K Buy
955
+744
+353% +$176K ﹤0.01% 1221
2019
Q3 		$47K Buy
+211
New +$44.4K ﹤0.01% 1269
2015
Q3 		– Sell
-46,347
Closed -$4.23M – 1241
2015
Q2 		$4.23M Buy
46,347
+6,439
+16% +$572K 0.05% 380
2015
Q1 		$3.43M Buy
39,908
+9,938
+33% +$841K 0.04% 423
2014
Q4 		$2.46M Buy
29,970
+16,216
+118% +$1.29M 0.04% 416
2014
Q3 		$1.04M Buy
+13,754
New +$1.08M 0.02% 597

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 $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

United Capital Financial Advisors's ANSS Position: Q3 2025 in Review

United Capital Financial Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 1,442 shares — an estimated $506K sold.

United Capital Financial Advisors first reported a position in ANSS in Q3 2014 and held it in 13 quarters. The position peaked at $4.23M in Q2 2015. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • United Capital Financial Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,442 Ansys shares in Q3 2025, an estimated $506K.
  • United Capital Financial Advisors first reported a position in Ansys in Q3 2014 and held it in 13 quarters.
  • United Capital Financial Advisors's Ansys position peaked at $4.23M in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on United Capital Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.