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Crestwood Advisors Group’s Hamilton Beach Brands HBB Stock Holding History

Crestwood Advisors Group’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
2025
Q4 		– Sell
-15,438
Closed -$222K – 701
2025
Q3 		$222K Buy
15,438
+38
+0.2% +$593 ﹤0.01% 530
2025
Q2 		$276K Sell
15,400
-42
-0.3% -$745 ﹤0.01% 463
2025
Q1 		$300K Buy
15,442
+42
+0.3% +$756 0.01% 424
2024
Q4 		$259K Sell
15,400
-51
-0.3% -$1.18K ﹤0.01% 405
2024
Q3 		$470K Buy
15,451
+51
+0.3% +$1.25K 0.01% 301
2024
Q2 		$265K Hold
15,400
– – 0.01% 371
2024
Q1 		$375K Hold
15,400
– – 0.01% 317
2023
Q4 		$269K Hold
15,400
– – 0.01% 345
2023
Q3 		$191K Buy
+15,400
New +$171K 0.01% 350

Other funds holding HBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crestwood Advisors Group's HBB Position: Q4 2025 in Review

Crestwood Advisors Group sold out of Hamilton Beach Brands (HBB) in Q4 2025, closing a stake of 15,438 shares — an estimated $222K sold.

Crestwood Advisors Group first reported a position in HBB in Q3 2023 and held it in 9 quarters. The position peaked at $470K in Q3 2024. 75 funds tracked by Wall St. Rank hold HBB as of Q4 2025.

  • Crestwood Advisors Group reported no remaining Hamilton Beach Brands position as of Q4 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 15,438 Hamilton Beach Brands shares in Q4 2025, an estimated $222K.
  • Crestwood Advisors Group first reported a position in Hamilton Beach Brands in Q3 2023 and held it in 9 quarters.
  • Crestwood Advisors Group's Hamilton Beach Brands position peaked at $470K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q4 2025.

Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.