WJWM
ANSS

Williams Jones Wealth Management’s Ansys ANSS Stock Holding History

Williams Jones Wealth Management’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
-1,883
Closed -$661K – 511
2025
Q2 		$661K Hold
1,883
– – 0.01% 308
2025
Q1 		$596K Hold
1,883
– – 0.01% 312
2024
Q4 		$635K Sell
1,883
-35
-2% -$11.7K 0.01% 309
2024
Q3 		$611K Buy
1,918
+90
+5% +$28.6K 0.01% 316
2024
Q2 		$588K Sell
1,828
-75
-4% -$24.6K 0.01% 322
2024
Q1 		$661K Sell
1,903
-215
-10% -$72.8K 0.01% 313
2023
Q4 		$769K Hold
2,118
– – 0.01% 281
2023
Q3 		$630K Buy
2,118
+215
+11% +$68.1K 0.01% 307
2023
Q2 		$629K Buy
1,903
+81
+4% +$25.7K 0.01% 307
2023
Q1 		$606K Buy
1,822
+39
+2% +$11K 0.01% 336
2022
Q4 		$431K Hold
1,783
– – 0.01% 383
2022
Q3 		$395K Hold
1,783
– – 0.01% 399
2022
Q2 		$427K Buy
1,783
+978
+121% +$259K 0.01% 389
2022
Q1 		$256K Sell
805
-289
-26% -$94.4K ﹤0.01% 445
2021
Q4 		$439K Sell
1,094
-100
-8% -$38.4K 0.01% 348
2021
Q3 		$406K Sell
1,194
-1
-0.1% -$361 0.01% 346
2021
Q2 		$415K Sell
1,195
-724
-38% -$250K 0.01% 345
2021
Q1 		$652K Sell
1,919
-105
-5% -$37.3K 0.01% 282
2020
Q4 		$736K Hold
2,024
– – 0.01% 248
2020
Q3 		$662K Hold
2,024
– – 0.01% 232
2020
Q2 		$590K Sell
2,024
-50
-2% -$13.3K 0.01% 240
2020
Q1 		$482K Buy
2,074
+88
+4% +$22.7K 0.01% 231
2019
Q4 		$511K Buy
1,986
+150
+8% +$35.5K 0.01% 275
2019
Q3 		$406K Buy
+1,836
New +$387K 0.01% 294

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

Williams Jones Wealth Management's ANSS Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 1,883 shares — an estimated $661K sold.

Williams Jones Wealth Management first reported a position in ANSS in Q3 2019 and held it in 24 quarters. The position peaked at $769K in Q4 2023. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Williams Jones Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,883 Ansys shares in Q3 2025, an estimated $661K.
  • Williams Jones Wealth Management first reported a position in Ansys in Q3 2019 and held it in 24 quarters.
  • Williams Jones Wealth Management's Ansys position peaked at $769K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.