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 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	Sell	922 -922	-50%	-$12.9K	﹤0.01%	977
2023 Q3	$22.9K	Buy	1,844 +922	+100%	+$10.2K	﹤0.01%	1001
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearstead Advisors's HBB Position: Q1 2026 in Review

Clearstead Advisors held its Hamilton Beach Brands (HBB) position steady in Q1 2026 at 922 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Clearstead Advisors first reported a position in HBB in Q1 2020 and has held it in 25 quarters since. The position peaked at $28.1K in Q3 2024. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

Clearstead Advisors held 922 shares of Hamilton Beach Brands worth $17.5K as of Q1 2026.
Clearstead Advisors left its Hamilton Beach Brands share count unchanged in Q1 2026.
Hamilton Beach Brands made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1479 holding.
Clearstead Advisors first reported a position in Hamilton Beach Brands in Q1 2020 and has held it in 25 quarters since.
Clearstead Advisors's Hamilton Beach Brands position peaked at $28.1K in Q3 2024.
77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.