Covestor
BHE icon

Covestor’s Benchmark Electronics BHE Stock Holding History

Covestor’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
Q3 		$48K Buy
574
+53
+10% +$4.18K 0.03% 757
2026
Q2 		$51K Buy
521
+342
+191% +$27.3K 0.03% 776
2026
Q1 		$10K Sell
179
-49
-21% -$2.64K 0.01% 1379
2025
Q4 		$10K Buy
228
+3
+1% +$130 0.01% 1555
2025
Q3 		$9K Sell
225
-82
-27% -$3.24K 0.01% 1634
2025
Q2 		$12K Buy
307
+68
+28% +$2.49K 0.01% 1448
2025
Q1 		$9K Buy
239
+11
+5% +$464 0.01% 1540
2024
Q4 		$10K Sell
228
-79
-26% -$3.67K 0.01% 1520
2024
Q3 		$14K Buy
307
+255
+490% +$10.6K 0.01% 1349
2024
Q2 		$2K Buy
52
+10
+24% +$368 ﹤0.01% 1827
2024
Q1 		$1K Sell
42
-33
-44% -$951 ﹤0.01% 1909
2023
Q4 		$2K Sell
75
-10
-12% -$252 ﹤0.01% 1823
2023
Q3 		$2K Sell
85
-27
-24% -$686 ﹤0.01% 1787
2023
Q2 		$3K Sell
112
-82
-42% -$1.9K ﹤0.01% 1747
2023
Q1 		$5K Buy
194
+35
+22% +$886 ﹤0.01% 1549
2022
Q4 		$4K Sell
159
-93
-37% -$2.57K ﹤0.01% 1604
2022
Q3 		$6K Buy
252
+67
+36% +$1.71K 0.01% 1430
2022
Q2 		$4K Buy
185
+38
+26% +$917 ﹤0.01% 1446
2022
Q1 		$4K Buy
147
+18
+14% +$460 ﹤0.01% 1523
2021
Q4 		$4K Buy
+129
New +$3.31K 0.01% 1370

Other funds holding BHE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Covestor's BHE Position: Q3 2026 in Review

Covestor increased its Benchmark Electronics (BHE) stake by 10% in Q3 2026, buying an estimated $4.18K and bringing the position to 574 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #757.

Covestor first reported a position in BHE in Q4 2021 and has held it in 20 quarters since. The position peaked at $51K in Q2 2026. 121 funds tracked by Wall St. Rank hold BHE as of Q3 2026.

  • Covestor held 574 shares of Benchmark Electronics worth $48K as of Q3 2026.
  • Covestor bought 53 Benchmark Electronics shares in Q3 2026, an estimated $4.18K.
  • Benchmark Electronics made up 0.03% of Covestor's portfolio in Q3 2026, its #757 holding.
  • Covestor first reported a position in Benchmark Electronics in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Benchmark Electronics position peaked at $51K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.