Corient Private Wealth
BHE icon

Corient Private Wealth’s Benchmark Electronics BHE Stock Holding History

Corient Private Wealth’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
2026
Q1 		$604K Sell
10,783
-10,397
-49% -$559K ﹤0.01% 1930
2025
Q4 		$906K Buy
21,180
+10,637
+101% +$461K ﹤0.01% 1934
2025
Q3 		$406K Buy
10,543
+58
+0.6% +$2.29K ﹤0.01% 1929
2025
Q2 		$407K Buy
10,485
+1,435
+16% +$52.5K ﹤0.01% 1812
2025
Q1 		$344K Sell
9,050
-488
-5% -$20.6K ﹤0.01% 1783
2024
Q4 		$433K Buy
9,538
+4
+0% +$186 ﹤0.01% 1699
2024
Q3 		$423K Buy
9,534
+39
+0.4% +$1.63K ﹤0.01% 1835
2024
Q2 		$375K Sell
9,495
-2
-0% -$74 ﹤0.01% 1790
2024
Q1 		$285K Sell
9,497
-35
-0.4% -$1.01K ﹤0.01% 1922
2023
Q4 		$263K Buy
9,532
+434
+5% +$10.9K ﹤0.01% 1930
2023
Q3 		$221K Hold
9,098
– – ﹤0.01% 1875
2023
Q2 		$235K Buy
+9,098
New +$210K ﹤0.01% 1807

Other funds holding BHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Corient Private Wealth's BHE Position: Q1 2026 in Review

Corient Private Wealth reduced its Benchmark Electronics (BHE) stake by 49% in Q1 2026, selling an estimated $559K and leaving 10,783 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Corient Private Wealth first reported a position in BHE in Q2 2023 and has held it in 12 quarters since. The position peaked at $906K in Q4 2025. 267 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Corient Private Wealth held 10,783 shares of Benchmark Electronics worth $604K as of Q1 2026.
  • Corient Private Wealth sold 10,397 Benchmark Electronics shares in Q1 2026, an estimated $559K.
  • Benchmark Electronics made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1930 holding.
  • Corient Private Wealth first reported a position in Benchmark Electronics in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Benchmark Electronics position peaked at $906K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.