EverSource Wealth Advisors’s Benchmark Electronics BHE Stock Holding History

EverSource Wealth Advisors’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	$17K	Buy	172 +142	+473%	+$11.3K	﹤0.01%	2568
2026 Q1	$1.68K	Buy	30 +20	+200%	+$1.08K	﹤0.01%	3698
2025 Q4	$428	Sell	10 -48	-83%	-$2.08K	﹤0.01%	3908
2025 Q3	$2.24K	Sell	58 -31	-35%	-$1.23K	﹤0.01%	3480
2025 Q2	$3.46K	Sell	89 -57	-39%	-$2.08K	﹤0.01%	3307
2025 Q1	$5.55K	Buy	146 +34	+30%	+$1.44K	﹤0.01%	2446
2024 Q4	$5.08K	Sell	112 -138	-55%	-$6.41K	﹤0.01%	2335
2024 Q3	$11.1K	Hold	250	–	–	﹤0.01%	1806
2024 Q2	$12K	Buy	250 +68	+37%	+$2.5K	﹤0.01%	1749
2024 Q1	$5.5K	Hold	182	–	–	﹤0.01%	2008
2023 Q4	$5.03K	Hold	182	–	–	﹤0.01%	1856
2023 Q3	$4.42K	Hold	182	–	–	﹤0.01%	1748
2023 Q2	$4.7K	Hold	182	–	–	﹤0.01%	1753
2023 Q1	$4.31K	Buy	182 +79	+77%	+$2K	﹤0.01%	1697
2022 Q4	$2.75K	Buy	+103	New	+$2.85K	﹤0.01%	1814
2022 Q3	–	Sell	-657	Closed	-$14K	–	1976
2022 Q2	$14K	Hold	657	–	–	﹤0.01%	922
2022 Q1	$16K	Buy	657 +382	+139%	+$9.75K	﹤0.01%	783
2021 Q4	$7K	Buy	+275	New	+$7.06K	﹤0.01%	1087

Other funds holding BHE

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EverSource Wealth Advisors's BHE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Benchmark Electronics (BHE) stake by 473% in Q2 2026, buying an estimated $11.3K and bringing the position to 172 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

EverSource Wealth Advisors first reported a position in BHE in Q4 2021 and has held it in 18 quarters since. 112 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

EverSource Wealth Advisors held 172 shares of Benchmark Electronics worth $17K as of Q2 2026.
EverSource Wealth Advisors bought 142 Benchmark Electronics shares in Q2 2026, an estimated $11.3K.
Benchmark Electronics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2568 holding.
EverSource Wealth Advisors first reported a position in Benchmark Electronics in Q4 2021 and has held it in 18 quarters since.
112 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.