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True Wealth Design’s Benchmark Electronics BHE Stock Holding History

True Wealth Design’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
Q2 		– Sell
-80
Closed -$3.04K – 2595
2025
Q1 		$3.04K Buy
80
+49
+158% +$2.07K ﹤0.01% 854
2024
Q4 		$1.41K Hold
31
– – ﹤0.01% 830
2024
Q3 		$1.37K Buy
+31
New +$1.29K ﹤0.01% 889

Other funds holding BHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Wealth Design's BHE Position: Q2 2025 in Review

True Wealth Design sold out of Benchmark Electronics (BHE) in Q2 2025, closing a stake of 80 shares — an estimated $3.04K sold.

True Wealth Design first reported a position in BHE in Q3 2024 and held it in 3 quarters. The position peaked at $3.04K in Q1 2025. 221 funds tracked by Wall St. Rank hold BHE as of Q2 2025.

  • True Wealth Design reported no remaining Benchmark Electronics position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 80 Benchmark Electronics shares in Q2 2025, an estimated $3.04K.
  • True Wealth Design first reported a position in Benchmark Electronics in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's Benchmark Electronics position peaked at $3.04K in Q1 2025.
  • 221 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.