Kemnay Advisory Services’s Benchmark Electronics BHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$118K Sell
1,199
-882
-42% -$70.4K 0.01% 145
2026
Q1
$117K Buy
2,081
+227
+12% +$12.2K 0.02% 83
2025
Q4
$79.3K Buy
+1,854
New +$80.3K 0.01% 216

Other funds holding BHE

Kemnay Advisory Services's BHE Position: Q2 2026 in Review

Kemnay Advisory Services reduced its Benchmark Electronics (BHE) stake by 42% in Q2 2026, selling an estimated $70.4K and leaving 1,199 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #145.

Kemnay Advisory Services 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.

  • Kemnay Advisory Services held 1,199 shares of Benchmark Electronics worth $118K as of Q2 2026.
  • Kemnay Advisory Services sold 882 Benchmark Electronics shares in Q2 2026, an estimated $70.4K.
  • Benchmark Electronics made up 0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #145 holding.
  • Kemnay Advisory Services 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 Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.