Clearstead Trust’s Benchmark Electronics BHE Stock Holding History

Clearstead Trust’s Portfolio BHE Stock Details BHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7	Closed	-$270	–	1068
2025 Q3	$270	Hold	7	–	–	﹤0.01%	1471
2025 Q2	$272	Buy	+7	New	+$256	﹤0.01%	1438

Other funds holding BHE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's BHE Position: Q4 2025 in Review

Clearstead Trust sold out of Benchmark Electronics (BHE) in Q4 2025, closing a stake of 7 shares — an estimated $270 sold.

Clearstead Trust first reported a position in BHE in Q2 2025 and held it in 2 quarters. The position peaked at $272 in Q2 2025. 241 funds tracked by Wall St. Rank hold BHE as of Q4 2025.

Clearstead Trust reported no remaining Benchmark Electronics position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 7 Benchmark Electronics shares in Q4 2025, an estimated $270.
Clearstead Trust first reported a position in Benchmark Electronics in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Benchmark Electronics position peaked at $272 in Q2 2025.
241 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.