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Evolve Private Wealth’s Benchmark Electronics BHE Stock Holding History

Evolve 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 		$601K Buy
10,724
+481
+5% +$25.9K 0.03% 497
2025
Q4 		$440K Buy
+10,243
New +$444K 0.03% 577

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

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

Evolve Private Wealth increased its Benchmark Electronics (BHE) stake by 4.7% in Q1 2026, buying an estimated $25.9K and bringing the position to 10,724 shares worth $601K. The position accounts for 0.03% of the portfolio, ranked #497.

Evolve Private Wealth first reported a position in BHE in Q4 2025 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Evolve Private Wealth held 10,724 shares of Benchmark Electronics worth $601K as of Q1 2026.
  • Evolve Private Wealth bought 481 Benchmark Electronics shares in Q1 2026, an estimated $25.9K.
  • Benchmark Electronics made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #497 holding.
  • Evolve Private Wealth first reported a position in Benchmark Electronics in Q4 2025 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.