WMA
ANSS

Wealth Management Associates’s Ansys ANSS Stock Holding History

Wealth Management Associates’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
-998
Closed -$351K – 233
2025
Q2 		$351K Hold
998
– – 0.14% 141
2025
Q1 		$316K Hold
998
– – 0.14% 147
2024
Q4 		$337K Hold
998
– – 0.14% 139
2024
Q3 		$318K Hold
998
– – 0.14% 143
2024
Q2 		$321K Hold
998
– – 0.15% 133
2024
Q1 		$321K Hold
998
– – 0.15% 133
2023
Q4 		$362K Hold
998
– – 0.19% 117
2023
Q3 		$297K Hold
998
– – 0.17% 125
2023
Q2 		$330K Hold
998
– – 0.19% 114
2023
Q1 		$332K Hold
998
– – 0.21% 109
2022
Q4 		$241K Hold
998
– – 0.16% 153
2022
Q3 		$221K Buy
+998
New +$255K 0.16% 154
2021
Q2 		– Sell
-1,564
Closed -$531K – 198
2021
Q1 		$531K Buy
1,564
+70
+5% +$24.9K 0.34% 71
2020
Q4 		$544K Hold
1,494
– – 0.36% 69
2020
Q3 		$489K Sell
1,494
-260
-15% -$81.4K 0.38% 61
2020
Q2 		$512K Buy
1,754
+81
+5% +$21.6K 0.43% 57
2020
Q1 		$389K Sell
1,673
-325
-16% -$83.8K 0.39% 62
2019
Q4 		$514K Hold
1,998
– – 0.37% 64
2019
Q3 		$442K Buy
+1,998
New +$421K 0.36% 73

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

Wealth Management Associates's ANSS Position: Q3 2025 in Review

Wealth Management Associates sold out of Ansys (ANSS) in Q3 2025, closing a stake of 998 shares — an estimated $351K sold.

Wealth Management Associates first reported a position in ANSS in Q3 2019 and held it in 19 quarters. The position peaked at $544K in Q4 2020. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Wealth Management Associates reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Wealth Management Associates sold 998 Ansys shares in Q3 2025, an estimated $351K.
  • Wealth Management Associates first reported a position in Ansys in Q3 2019 and held it in 19 quarters.
  • Wealth Management Associates's Ansys position peaked at $544K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Wealth Management Associates's 13F filing for Q3 2025, filed 21 Oct 2025.