Clearstead Advisors’s Hamilton Beach Brands HBB Stock Holding History

Clearstead Advisors’s Portfolio HBB Stock Details HBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.2K	Hold	922	–	–	﹤0.01%	1774
2026 Q1	$17.5K	Hold	922	–	–	﹤0.01%	1479
2025 Q4	$15.2K	Hold	922	–	–	﹤0.01%	1788
2025 Q3	$13.3K	Hold	922	–	–	﹤0.01%	1824
2025 Q2	$16.5K	Hold	922	–	–	﹤0.01%	1702
2025 Q1	$17.9K	Hold	922	–	–	﹤0.01%	1454
2024 Q4	$15.5K	Hold	922	–	–	﹤0.01%	1461
2024 Q3	$28.1K	Hold	922	–	–	﹤0.01%	1340
2024 Q2	$15.8K	Hold	922	–	–	﹤0.01%	1442
2024 Q1	$16.7K	Hold	922	–	–	﹤0.01%	972
2023 Q4	$16.1K	Hold	922	–	–	﹤0.01%	977
2023 Q3	$11.4K	Hold	922	–	–	﹤0.01%	973
2023 Q2	$8.91K	Hold	922	–	–	﹤0.01%	998
2023 Q1	$9.44K	Buy	922 +722	+361%	+$8.74K	﹤0.01%	957
2022 Q4	$2.48K	Hold	200	–	–	﹤0.01%	1061
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	1076
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	1107
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	1203
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	1063
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	1085
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	916
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	888
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	826
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	758
2020 Q2	$2K	Hold	200	–	–	﹤0.01%	739
2020 Q1	$2K	Buy	+200	New	+$2.79K	﹤0.01%	723

Other funds holding HBB

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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

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

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Clearstead Advisors's HBB Position: Q2 2026 in Review

Clearstead Advisors held its Hamilton Beach Brands (HBB) position steady in Q2 2026 at 922 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Clearstead Advisors first reported a position in HBB in Q1 2020 and has held it in 26 quarters since. The position peaked at $28.1K in Q3 2024. 81 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

Clearstead Advisors held 922 shares of Hamilton Beach Brands worth $21.2K as of Q2 2026.
Clearstead Advisors left its Hamilton Beach Brands share count unchanged in Q2 2026.
Hamilton Beach Brands made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1774 holding.
Clearstead Advisors first reported a position in Hamilton Beach Brands in Q1 2020 and has held it in 26 quarters since.
Clearstead Advisors's Hamilton Beach Brands position peaked at $28.1K in Q3 2024.
81 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.