PWA
BHE icon

Physician Wealth Advisors’s Benchmark Electronics BHE Stock Holding History

Physician Wealth Advisors’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 		$395 Buy
+4
New +$319 ﹤0.01% 2240
2025
Q2 		– Sell
-34
Closed -$1.29K – 1830
2025
Q1 		$1.29K Hold
34
– – ﹤0.01% 962
2024
Q4 		$1.54K Buy
+34
New +$1.58K ﹤0.01% 873

Other funds holding BHE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's BHE Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Benchmark Electronics (BHE) in Q2 2026: 4 shares worth $395. The stake represents ﹤0.01% of the portfolio and ranks #2240 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in BHE as recently as Q1 2025.

Physician Wealth Advisors first reported a position in BHE in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.54K in Q4 2024. 41 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Physician Wealth Advisors held 4 shares of Benchmark Electronics worth $395 as of Q2 2026.
  • Benchmark Electronics was a new Physician Wealth Advisors position in Q2 2026.
  • Benchmark Electronics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2240 holding.
  • Physician Wealth Advisors first reported a position in Benchmark Electronics in Q4 2024 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Benchmark Electronics position peaked at $1.54K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.