Carson Wealth (CWM LLC)
BSY icon

Carson Wealth (CWM LLC)’s Bentley Systems BSY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.99M Buy
85,113
+7,600
+10% +$279K 0.01% 1029
2025
Q4 		$2.96M Buy
77,513
+13,894
+22% +$633K 0.01% 995
2025
Q3 		$3.27M Buy
63,619
+17,826
+39% +$977K 0.01% 886
2025
Q2 		$2.47M Buy
45,793
+7,380
+19% +$342K 0.01% 874
2025
Q1 		$1.51M Buy
38,413
+9,110
+31% +$407K 0.01% 933
2024
Q4 		$1.37M Buy
29,303
+4,936
+20% +$241K 0.01% 939
2024
Q3 		$1.24M Buy
24,367
+1,398
+6% +$68.8K 0.01% 907
2024
Q2 		$1.13M Buy
22,969
+13,290
+137% +$690K 0.01% 829
2024
Q1 		$505K Buy
9,679
+6,888
+247% +$347K ﹤0.01% 1138
2023
Q4 		$146K Sell
2,791
-125
-4% -$6.42K ﹤0.01% 1563
2023
Q3 		$146K Buy
2,916
+1,919
+192% +$96.5K ﹤0.01% 1436
2023
Q2 		$54K Buy
997
+54
+6% +$2.52K ﹤0.01% 1918
2023
Q1 		$41K Buy
943
+97
+11% +$3.86K ﹤0.01% 2003
2022
Q4 		$31K Sell
846
-39
-4% -$1.41K ﹤0.01% 2055
2022
Q3 		$27K Buy
885
+356
+67% +$13K ﹤0.01% 2021
2022
Q2 		$18K Buy
529
+488
+1,190% +$17.9K ﹤0.01% 2177
2022
Q1 		$2K Hold
41
– – ﹤0.01% 3137
2021
Q4 		$2K Buy
+41
New +$2.22K ﹤0.01% 3094
2021
Q2 		$5K Hold
81
– – ﹤0.01% 2342
2021
Q1 		$5K Hold
81
– – ﹤0.01% 2342
2020
Q4 		$5K Hold
81
– – ﹤0.01% 2342
2020
Q3 		$5K Buy
+81
New +$2.62K ﹤0.01% 2342

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Bentley Systems (BSY) stake by 9.8% in Q1 2026, buying an estimated $279K and bringing the position to 85,113 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #1029.

Carson Wealth (CWM LLC) first reported a position in BSY in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.27M in Q3 2025. 444 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 85,113 shares of Bentley Systems worth $2.99M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,600 Bentley Systems shares in Q1 2026, an estimated $279K.
  • Bentley Systems made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1029 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bentley Systems in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Bentley Systems position peaked at $3.27M in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.