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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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SHP Wealth Management's BSY Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Bentley Systems (BSY) in Q1 2026: 62 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings.

443 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • SHP Wealth Management held 62 shares of Bentley Systems worth $2.18K as of Q1 2026.
  • Bentley Systems was a new SHP Wealth Management position in Q1 2026.
  • Bentley Systems made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1263 holding.
  • 443 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.