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 Q2	$10M	Hold	101,600	–	–	1.15%	39
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nicola Wealth Management's BHE Position: Q2 2026 in Review

Nicola Wealth Management held its Benchmark Electronics (BHE) position steady in Q2 2026 at 101,600 shares worth $10M. The position accounts for 1.15% of the portfolio, ranked #39.

Nicola Wealth Management first reported a position in BHE in Q2 2022 and has held it in 17 quarters since. 332 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

Nicola Wealth Management held 101,600 shares of Benchmark Electronics worth $10M as of Q2 2026.
Nicola Wealth Management left its Benchmark Electronics share count unchanged in Q2 2026.
Benchmark Electronics made up 1.15% of Nicola Wealth Management's portfolio in Q2 2026, its #39 holding.
Nicola Wealth Management first reported a position in Benchmark Electronics in Q2 2022 and has held it in 17 quarters since.
332 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.