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Whipplewood Advisors’s Ansys ANSS Stock Holding History

Whipplewood 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
-33
Closed -$11.6K – 348
2025
Q2 		$11.6K Sell
33
-44
-57% -$14.4K 0.01% 544
2025
Q1 		$10.4K Buy
77
+44
+133% +$14.8K 0.01% 556
2024
Q4 		$11.1K Buy
+33
New +$11.1K 0.01% 540

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
Brooklyn Investment Group
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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Whipplewood Advisors's ANSS Position: Q3 2025 in Review

Whipplewood Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 33 shares — an estimated $11.6K sold.

Whipplewood Advisors first reported a position in ANSS in Q4 2024 and held it in 3 quarters. The position peaked at $11.6K in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Whipplewood Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 33 Ansys shares in Q3 2025, an estimated $11.6K.
  • Whipplewood Advisors first reported a position in Ansys in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Ansys position peaked at $11.6K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.