True Wealth Design’s Bentley Systems BSY Stock Holding History

True Wealth Design’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	$60	Sell	2 -4	-67%	-$130	﹤0.01%	2584
2026 Q1	$211	Sell	6 -7	-54%	-$257	﹤0.01%	2325
2025 Q4	$497	Sell	13 -4	-24%	-$182	﹤0.01%	1948
2025 Q3	$876	Hold	17	–	–	﹤0.01%	1798
2025 Q2	$918	Sell	17 -2	-11%	-$93	﹤0.01%	1509
2025 Q1	$748	Buy	19 +5	+36%	+$223	﹤0.01%	1383
2024 Q4	$654	Buy	14 +1	+8%	+$49	﹤0.01%	1046
2024 Q3	$661	Buy	13 +9	+225%	+$443	﹤0.01%	1048
2024 Q2	$198	Hold	4	–	–	﹤0.01%	747
2024 Q1	$209	Buy	4 +2	+100%	+$101	﹤0.01%	737
2023 Q4	$105	Hold	2	–	–	﹤0.01%	737
2023 Q3	$101	Hold	2	–	–	﹤0.01%	715
2023 Q2	$109	Hold	2	–	–	﹤0.01%	715
2023 Q1	$86	Buy	+2	New	+$80	﹤0.01%	802

Other funds holding BSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

True Wealth Design's BSY Position: Q2 2026 in Review

True Wealth Design reduced its Bentley Systems (BSY) stake by 67% in Q2 2026, selling an estimated $130 and leaving 2 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

True Wealth Design first reported a position in BSY in Q1 2023 and has held it in 14 quarters since. The position peaked at $918 in Q2 2025. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

True Wealth Design held 2 shares of Bentley Systems worth $60 as of Q2 2026.
True Wealth Design sold 4 Bentley Systems shares in Q2 2026, an estimated $130.
Bentley Systems made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2584 holding.
True Wealth Design first reported a position in Bentley Systems in Q1 2023 and has held it in 14 quarters since.
True Wealth Design's Bentley Systems position peaked at $918 in Q2 2025.
397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.