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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
Q2 		$1.09M Buy
11,004
+280
+3% +$22.3K 0.07% 264
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 $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 $3.38T AUM 44.17% 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

Evolve Private Wealth's BHE Position: Q2 2026 in Review

Evolve Private Wealth increased its Benchmark Electronics (BHE) stake by 2.6% in Q2 2026, buying an estimated $22.3K and bringing the position to 11,004 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #264.

Evolve Private Wealth first reported a position in BHE in Q4 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Evolve Private Wealth held 11,004 shares of Benchmark Electronics worth $1.09M as of Q2 2026.
  • Evolve Private Wealth bought 280 Benchmark Electronics shares in Q2 2026, an estimated $22.3K.
  • Benchmark Electronics made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #264 holding.
  • Evolve Private Wealth first reported a position in Benchmark Electronics in Q4 2025 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.