Creative Planning
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Creative Planning’s Benchmark Electronics BHE Stock Holding History

Creative Planning’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
Q2 		$9.87M Buy
100,071
+16,661
+20% +$1.33M 0.01% 897
2026
Q1 		$4.68M Buy
83,410
+14,577
+21% +$784K ﹤0.01% 1259
2025
Q4 		$2.94M Buy
68,833
+8,929
+15% +$387K ﹤0.01% 1392
2025
Q3 		$2.31M Buy
59,904
+5,602
+10% +$222K ﹤0.01% 1435
2025
Q2 		$2.11M Sell
54,302
-5,855
-10% -$214K ﹤0.01% 1271
2025
Q1 		$2.29M Sell
60,157
-2,689
-4% -$113K ﹤0.01% 1093
2024
Q4 		$2.85M Buy
62,846
+6,921
+12% +$321K ﹤0.01% 930
2024
Q3 		$2.48M Buy
55,925
+6,880
+14% +$287K ﹤0.01% 954
2024
Q2 		$1.94M Buy
49,045
+13,041
+36% +$480K ﹤0.01% 1002
2024
Q1 		$1.08M Buy
36,004
+12,953
+56% +$373K ﹤0.01% 1290
2023
Q4 		$637K Buy
23,051
+12,614
+121% +$318K ﹤0.01% 1525
2023
Q3 		$253K Buy
+10,437
New +$265K ﹤0.01% 2070
2017
Q3 		– Sell
-1,060
Closed -$34K – 2078
2017
Q2 		$34K Hold
1,060
– – ﹤0.01% 2804
2017
Q1 		$34K Hold
1,060
– – ﹤0.01% 2742
2016
Q4 		$32K Hold
1,060
– – ﹤0.01% 2733
2016
Q3 		$26K Buy
1,060
+900
+563% +$21.3K ﹤0.01% 2859
2016
Q2 		$3K Hold
160
– – ﹤0.01% 3852
2016
Q1 		$4K Sell
160
-140
-47% -$2.96K ﹤0.01% 3674
2015
Q4 		$6K Buy
+300
New +$6.35K ﹤0.01% 3568

Other funds holding BHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Planning's BHE Position: Q2 2026 in Review

Creative Planning increased its Benchmark Electronics (BHE) stake by 20% in Q2 2026, buying an estimated $1.33M and bringing the position to 100,071 shares worth $9.87M. The position accounts for 0.01% of the portfolio, ranked #897.

Creative Planning first reported a position in BHE in Q4 2015 and has held it in 19 quarters since. 333 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Creative Planning held 100,071 shares of Benchmark Electronics worth $9.87M as of Q2 2026.
  • Creative Planning bought 16,661 Benchmark Electronics shares in Q2 2026, an estimated $1.33M.
  • Benchmark Electronics made up 0.01% of Creative Planning's portfolio in Q2 2026, its #897 holding.
  • Creative Planning first reported a position in Benchmark Electronics in Q4 2015 and has held it in 19 quarters since.
  • 333 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.