Covestor’s Hamilton Beach Brands HBB Stock Holding History

Covestor’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 Q3	$39K	Buy	+1,031	New	+$29.7K	0.02%	864
2024 Q4	–	Sell	-33	Closed	-$1K	–	2440
2024 Q3	$1K	Sell	33 -7,779	-100%	-$190K	﹤0.01%	1988
2024 Q2	$134K	Hold	7,812	–	–	0.09%	324
2024 Q1	$190K	Hold	7,812	–	–	0.12%	181
2023 Q4	$137K	Hold	7,812	–	–	0.09%	301
2023 Q3	$97K	Hold	7,812	–	–	0.07%	432
2023 Q2	$75K	Hold	7,812	–	–	0.06%	597
2023 Q1	$80K	Sell	7,812 -820	-9%	-$9.9K	0.07%	508
2022 Q4	$107K	Hold	8,632	–	–	0.09%	349
2022 Q3	$101K	Hold	8,632	–	–	0.09%	343
2022 Q2	$107K	Buy	8,632 +1,508	+21%	+$15.9K	0.08%	379
2022 Q1	$83K	Buy	+7,124	New	+$92.4K	0.06%	619

Other funds holding HBB

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Covestor's HBB Position: Q3 2026 in Review

Covestor opened a new position in Hamilton Beach Brands (HBB) in Q3 2026: 1,031 shares worth $39K. The stake represents 0.02% of the portfolio and ranks #864 among its holdings. This is a return to the name: Covestor previously reported a position in HBB as recently as Q3 2024.

Covestor first reported a position in HBB in Q1 2022 and has held it in 12 quarters since. The position peaked at $190K in Q1 2024. 18 funds tracked by Wall St. Rank hold HBB as of Q3 2026.

Covestor held 1,031 shares of Hamilton Beach Brands worth $39K as of Q3 2026.
Hamilton Beach Brands was a new Covestor position in Q3 2026.
Hamilton Beach Brands made up 0.02% of Covestor's portfolio in Q3 2026, its #864 holding.
Covestor first reported a position in Hamilton Beach Brands in Q1 2022 and has held it in 12 quarters since.
Covestor's Hamilton Beach Brands position peaked at $190K in Q1 2024.
18 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.