HFO
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Heritage Family Offices’s Benchmark Electronics BHE Stock Holding History

Heritage Family Offices’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 		$229K Sell
2,323
-1,342
-37% -$107K 0.09% 197
2026
Q1 		$205K Sell
3,665
-1,864
-34% -$100K 0.09% 188
2025
Q4 		$236K Sell
5,529
-712
-11% -$30.8K 0.11% 170
2025
Q3 		$241K Buy
6,241
+334
+6% +$13.2K 0.11% 166
2025
Q2 		$229K Hold
5,907
– – 0.12% 159
2025
Q1 		$225K Sell
5,907
-255
-4% -$10.8K 0.11% 159
2024
Q4 		$280K Buy
6,162
+334
+6% +$15.5K 0.14% 131
2024
Q3 		$258K Sell
5,828
-660
-10% -$27.5K 0.13% 149
2024
Q2 		$256K Buy
+6,488
New +$239K 0.14% 134

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

Heritage Family Offices's BHE Position: Q2 2026 in Review

Heritage Family Offices reduced its Benchmark Electronics (BHE) stake by 37% in Q2 2026, selling an estimated $107K and leaving 2,323 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #197.

Heritage Family Offices first reported a position in BHE in Q2 2024 and has held it in 9 quarters since. The position peaked at $280K in Q4 2024. 332 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Heritage Family Offices held 2,323 shares of Benchmark Electronics worth $229K as of Q2 2026.
  • Heritage Family Offices sold 1,342 Benchmark Electronics shares in Q2 2026, an estimated $107K.
  • Benchmark Electronics made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #197 holding.
  • Heritage Family Offices first reported a position in Benchmark Electronics in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's Benchmark Electronics position peaked at $280K in Q4 2024.
  • 332 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.