DiNuzzo Private Wealth’s Bentley Systems BSY Stock Holding History

DiNuzzo Private Wealth’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 Q2	$598	Buy	20 +3	+18%	+$98	﹤0.01%	1051
2026 Q1	$598	Sell	17 -7	-29%	-$257	﹤0.01%	1035
2025 Q4	$916	Sell	24 -7	-23%	-$319	﹤0.01%	905
2025 Q3	$1.73K	Sell	31 -1	-3%	-$55	﹤0.01%	690
2025 Q2	$1.73K	Buy	32 +9	+39%	+$417	﹤0.01%	664
2025 Q1	$905	Sell	23 -7	-23%	-$313	﹤0.01%	859
2024 Q4	$1.4K	Buy	30 +1	+3%	+$49	﹤0.01%	730
2024 Q3	$1.47K	Buy	29 +5	+21%	+$246	﹤0.01%	729
2024 Q2	$1.19K	Buy	24 +14	+140%	+$727	﹤0.01%	727
2024 Q1	$523	Hold	10	–	–	﹤0.01%	960
2023 Q4	$522	Buy	+10	New	+$514	﹤0.01%	964

Other funds holding BSY

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM