Moran Wealth Management
BHE icon

Moran Wealth Management’s Benchmark Electronics BHE Stock Holding History

Moran Wealth Management’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
Q3 		$378K Buy
4,563
+482
+12% +$38K 0.01% 433
2026
Q2 		$403K Buy
4,081
+74
+2% +$5.9K 0.01% 432
2026
Q1 		$225K Buy
+4,007
New +$216K 0.01% 457

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Moran Wealth Management's BHE Position: Q3 2026 in Review

Moran Wealth Management increased its Benchmark Electronics (BHE) stake by 12% in Q3 2026, buying an estimated $38K and bringing the position to 4,563 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #433.

Moran Wealth Management first reported a position in BHE in Q1 2026 and has held it in 3 quarters since. The position peaked at $403K in Q2 2026. 178 funds tracked by Wall St. Rank hold BHE as of Q3 2026.

  • Moran Wealth Management held 4,563 shares of Benchmark Electronics worth $378K as of Q3 2026.
  • Moran Wealth Management bought 482 Benchmark Electronics shares in Q3 2026, an estimated $38K.
  • Benchmark Electronics made up 0.01% of Moran Wealth Management's portfolio in Q3 2026, its #433 holding.
  • Moran Wealth Management first reported a position in Benchmark Electronics in Q1 2026 and has held it in 3 quarters since.
  • Moran Wealth Management's Benchmark Electronics position peaked at $403K in Q2 2026.
  • 178 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.