Wealth Enhancement Advisory Services
BSY icon

Wealth Enhancement Advisory Services’s Bentley Systems BSY Stock Holding History

Wealth Enhancement Advisory Services’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 		$362K Sell
11,432
-1,438
-11% -$46.8K ﹤0.01% 3018
2026
Q1 		$445K Sell
12,870
-1,333
-9% -$49K ﹤0.01% 2411
2025
Q4 		$560K Buy
14,203
+3,000
+27% +$137K ﹤0.01% 2394
2025
Q3 		$589K Buy
11,203
+247
+2% +$13.5K ﹤0.01% 2231
2025
Q2 		$606K Buy
10,956
+1,079
+11% +$49.9K ﹤0.01% 2086
2025
Q1 		$389K Sell
9,877
-1,376
-12% -$61.4K ﹤0.01% 2229
2024
Q4 		$526K Sell
11,253
-246
-2% -$12K ﹤0.01% 1959
2024
Q3 		$584K Buy
11,499
+5,596
+95% +$275K ﹤0.01% 1723
2024
Q2 		$291K Buy
+5,903
New +$306K ﹤0.01% 1998

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 $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Bentley Systems (BSY) stake by 11% in Q2 2026, selling an estimated $46.8K and leaving 11,432 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Wealth Enhancement Advisory Services first reported a position in BSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $606K in Q2 2025. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,432 shares of Bentley Systems worth $362K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,438 Bentley Systems shares in Q2 2026, an estimated $46.8K.
  • Bentley Systems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3018 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bentley Systems in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Bentley Systems position peaked at $606K in Q2 2025.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.