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SHP Wealth Management’s Bentley Systems BSY Stock Holding History

SHP 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
2026
Q2 		$1.11K Sell
37
-25
-40% -$813 ﹤0.01% 1565
2026
Q1 		$2.18K Buy
+62
New +$2.28K ﹤0.01% 1263

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

SHP Wealth Management's BSY Position: Q2 2026 in Review

SHP Wealth Management reduced its Bentley Systems (BSY) stake by 40% in Q2 2026, selling an estimated $813 and leaving 37 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

SHP Wealth Management first reported a position in BSY in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.18K in Q1 2026. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • SHP Wealth Management held 37 shares of Bentley Systems worth $1.11K as of Q2 2026.
  • SHP Wealth Management sold 25 Bentley Systems shares in Q2 2026, an estimated $813.
  • Bentley Systems made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1565 holding.
  • SHP Wealth Management first reported a position in Bentley Systems in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Bentley Systems position peaked at $2.18K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.