TWD
BSY icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 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 $2.9T AUM 29.55% 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 $94.8B AUM 24.11% 1-Year Est. Return