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Wealthspire Advisors (New York)’s Benchmark Electronics BHE Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-180
Closed -$6.94K – 1241
2025
Q3 		$6.94K Buy
+180
New +$7.12K ﹤0.01% 2196

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Vanguard Group
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Wealthspire Advisors (New York)'s BHE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Benchmark Electronics (BHE) in Q4 2025, closing a stake of 180 shares — an estimated $6.94K sold.

Wealthspire Advisors (New York) first reported a position in BHE in Q3 2025 and held it in 1 quarter. The position peaked at $6.94K in Q3 2025. 241 funds tracked by Wall St. Rank hold BHE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Benchmark Electronics position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 180 Benchmark Electronics shares in Q4 2025, an estimated $6.94K.
  • Wealthspire Advisors (New York) first reported a position in Benchmark Electronics in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Benchmark Electronics position peaked at $6.94K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.