Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Benchmark Electronics BHE Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-199,243
Closed -$7.68M – 541
2025
Q3 		$7.68M Buy
199,243
+348
+0.2% +$13.8K 0.03% 371
2025
Q2 		$7.72M Buy
198,895
+1,615
+0.8% +$59.1K 0.03% 365
2025
Q1 		$7.5M Sell
197,280
-457
-0.2% -$19.3K 0.04% 324
2024
Q4 		$8.98M Buy
197,737
+4,532
+2% +$210K 0.04% 287
2024
Q3 		$8.55M Buy
193,205
+17,697
+10% +$739K 0.06% 255
2024
Q2 		$6.93M Sell
175,508
-55,001
-24% -$2.02M 0.06% 234
2024
Q1 		$6.92M Buy
230,509
+462
+0.2% +$13.3K 0.09% 169
2023
Q4 		$6.36M Sell
230,047
-3,496
-1% -$88.2K 0.11% 115
2023
Q3 		$5.67M Sell
233,543
-3,020
-1% -$76.7K 0.1% 118
2023
Q2 		$6.11M Buy
236,563
+1,261
+0.5% +$29.2K 0.09% 115
2023
Q1 		$5.57M Buy
235,302
+1,349
+0.6% +$34.1K 0.1% 134
2022
Q4 		$6.24M Buy
233,953
+1,368
+0.6% +$37.9K 0.12% 118
2022
Q3 		$5.76M Buy
232,585
+366
+0.2% +$9.35K 0.13% 110
2022
Q2 		$5.24M Buy
232,219
+1,105
+0.5% +$26.7K 0.12% 138
2022
Q1 		$5.79M Buy
231,114
+22,665
+11% +$579K 0.11% 138
2021
Q4 		$5.63M Sell
208,449
-5,063
-2% -$130K 0.13% 115
2021
Q3 		$5.7M Buy
213,512
+41
+0% +$1.09K 0.11% 132
2021
Q2 		$6.08M Buy
213,471
+857
+0.4% +$25.8K 0.12% 134
2021
Q1 		$6.57M Buy
212,614
+4,166
+2% +$119K 0.15% 104
2020
Q4 		$5.63M Sell
208,448
-8,034
-4% -$190K 0.14% 110
2020
Q3 		$4.36M Buy
216,482
+43,411
+25% +$882K 0.12% 119
2020
Q2 		$3.74M Sell
173,071
-8,850
-5% -$185K 0.12% 126
2020
Q1 		$3.64M Buy
181,921
+12,430
+7% +$352K 0.13% 119
2019
Q4 		$5.82M Sell
169,491
-5,802
-3% -$191K 0.17% 93
2019
Q3 		$5.09M Sell
175,293
-3,595
-2% -$96.1K 0.16% 98
2019
Q2 		$4.49M Sell
178,888
-2,191
-1% -$56.3K 0.14% 109
2019
Q1 		$4.75M Buy
181,079
+1,415
+0.8% +$36.3K 0.15% 100
2018
Q4 		$3.81M Buy
+179,664
New +$4.13M 0.15% 103

Other funds holding BHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's BHE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Benchmark Electronics (BHE) in Q4 2025, closing a stake of 199,243 shares — an estimated $7.68M sold.

Kovitz Investment Group Partners first reported a position in BHE in Q4 2018 and held it in 28 quarters. The position peaked at $8.98M in Q4 2024. 241 funds tracked by Wall St. Rank hold BHE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Benchmark Electronics position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 199,243 Benchmark Electronics shares in Q4 2025, an estimated $7.68M.
  • Kovitz Investment Group Partners first reported a position in Benchmark Electronics in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Benchmark Electronics position peaked at $8.98M in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.