Envestnet Asset Management’s Hamilton Beach Brands HBB Stock Holding History

Envestnet Asset Management’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	$430K	Buy	+22,684	New	+$414K	﹤0.01%	4036

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

Envestnet Asset Management's HBB Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Hamilton Beach Brands (HBB) in Q1 2026: 22,684 shares worth $430K. The stake represents ﹤0.01% of the portfolio and ranks #4036 among its holdings.

77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

Envestnet Asset Management held 22,684 shares of Hamilton Beach Brands worth $430K as of Q1 2026.
Hamilton Beach Brands was a new Envestnet Asset Management position in Q1 2026.
Hamilton Beach Brands made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4036 holding.
77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.