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
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 $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

Creative Planning's BHE Position: Q1 2026 in Review

Creative Planning increased its Benchmark Electronics (BHE) stake by 21% in Q1 2026, buying an estimated $784K and bringing the position to 83,410 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Creative Planning first reported a position in BHE in Q4 2015 and has held it in 18 quarters since. 267 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Creative Planning held 83,410 shares of Benchmark Electronics worth $4.68M as of Q1 2026.
  • Creative Planning bought 14,577 Benchmark Electronics shares in Q1 2026, an estimated $784K.
  • Benchmark Electronics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1259 holding.
  • Creative Planning first reported a position in Benchmark Electronics in Q4 2015 and has held it in 18 quarters since.
  • 267 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.