Nicola Wealth Management’s Benchmark Electronics BHE Stock Holding History

Nicola 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 Q1	$5.7M	Sell	101,600 -23,000	-18%	-$1.24M	0.68%	52
2025 Q4	$5.33M	Hold	124,600	–	–	0.48%	60
2025 Q3	$4.8M	Hold	124,600	–	–	0.43%	58
2025 Q2	$4.84M	Buy	124,600 +32,000	+35%	+$1.17M	0.45%	52
2025 Q1	$3.52M	Hold	92,600	–	–	0.34%	61
2024 Q4	$6.04M	Sell	92,600 -12,000	-11%	-$557K	0.57%	51
2024 Q3	$6.27M	Hold	104,600	–	–	0.5%	54
2024 Q2	$5.65M	Hold	104,600	–	–	0.5%	50
2024 Q1	$4.25M	Hold	104,600	–	–	0.41%	59
2023 Q4	$3.82M	Buy	104,600 +23,000	+28%	+$580K	0.4%	62
2023 Q3	$2.68M	Hold	81,600	–	–	0.29%	74
2023 Q2	$2.79M	Hold	81,600	–	–	0.27%	77
2023 Q1	$2.62M	Buy	81,600 +30,000	+58%	+$759K	0.26%	81
2022 Q4	$1.87M	Buy	51,600 +14,000	+37%	+$387K	0.19%	99
2022 Q3	$1.28M	Buy	37,600 +22,000	+141%	+$562K	0.14%	110
2022 Q2	$454K	Buy	+15,600	New	+$376K	0.04%	133

Other funds holding BHE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nicola Wealth Management's BHE Position: Q1 2026 in Review

Nicola Wealth Management reduced its Benchmark Electronics (BHE) stake by 18% in Q1 2026, selling an estimated $1.24M and leaving 101,600 shares worth $5.7M. The position accounts for 0.68% of the portfolio, ranked #52.

Nicola Wealth Management first reported a position in BHE in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.27M in Q3 2024. 268 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

Nicola Wealth Management held 101,600 shares of Benchmark Electronics worth $5.7M as of Q1 2026.
Nicola Wealth Management sold 23,000 Benchmark Electronics shares in Q1 2026, an estimated $1.24M.
Benchmark Electronics made up 0.68% of Nicola Wealth Management's portfolio in Q1 2026, its #52 holding.
Nicola Wealth Management first reported a position in Benchmark Electronics in Q2 2022 and has held it in 16 quarters since.
Nicola Wealth Management's Benchmark Electronics position peaked at $6.27M in Q3 2024.
268 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.