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Essential Partners’s Hamilton Beach Brands HBB Stock Holding History

Essential Partners’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 		$530 Buy
23
+7
+44% +$140 ﹤0.01% 2461
2026
Q1 		$303 Buy
16
+9
+129% +$164 ﹤0.01% 2549
2025
Q4 		$115 Buy
7
+5
+250% +$76 ﹤0.01% 2527
2025
Q3 		$29 Buy
+2
New +$31 ﹤0.01% 2613

Other funds holding HBB

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Essential Partners's HBB Position: Q2 2026 in Review

Essential Partners increased its Hamilton Beach Brands (HBB) stake by 44% in Q2 2026, buying an estimated $140 and bringing the position to 23 shares worth $530. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Essential Partners first reported a position in HBB in Q3 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

  • Essential Partners held 23 shares of Hamilton Beach Brands worth $530 as of Q2 2026.
  • Essential Partners bought 7 Hamilton Beach Brands shares in Q2 2026, an estimated $140.
  • Hamilton Beach Brands made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2461 holding.
  • Essential Partners first reported a position in Hamilton Beach Brands in Q3 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.