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Gitterman Wealth Management’s Bentley Systems BSY Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		– Sell
-2,131
Closed -$115K – 158
2025
Q2 		$115K Buy
+2,131
New +$98.6K 0.03% 231

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gitterman Wealth Management's BSY Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Bentley Systems (BSY) in Q3 2025, closing a stake of 2,131 shares — an estimated $115K sold.

Gitterman Wealth Management first reported a position in BSY in Q2 2025 and held it in 1 quarter. The position peaked at $115K in Q2 2025. 467 funds tracked by Wall St. Rank hold BSY as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Bentley Systems position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,131 Bentley Systems shares in Q3 2025, an estimated $115K.
  • Gitterman Wealth Management first reported a position in Bentley Systems in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Bentley Systems position peaked at $115K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.