EverSource Wealth Advisors
HBB icon

EverSource Wealth Advisors’s Hamilton Beach Brands HBB Stock Holding History

EverSource Wealth 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
Q2 		$507 Buy
22
+8
+57% +$160 ﹤0.01% 4126
2026
Q1 		$265 Buy
14
+5
+56% +$91 ﹤0.01% 4169
2025
Q4 		$148 Sell
9
-34
-79% -$516 ﹤0.01% 4062
2025
Q3 		$618 Sell
43
-40
-48% -$624 ﹤0.01% 3893
2025
Q2 		$1.48K Buy
83
+68
+453% +$1.21K ﹤0.01% 3605
2025
Q1 		$291 Buy
15
+11
+275% +$198 ﹤0.01% 3605
2024
Q4 		$67 Buy
+4
New +$93 ﹤0.01% 3605

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
Pacific Ridge Capital Partners
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
North Star Investment Management
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 $3.38T AUM 44.17% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

EverSource Wealth Advisors's HBB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Hamilton Beach Brands (HBB) stake by 57% in Q2 2026, buying an estimated $160 and bringing the position to 22 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #4126.

EverSource Wealth Advisors first reported a position in HBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48K in Q2 2025. 80 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

  • EverSource Wealth Advisors held 22 shares of Hamilton Beach Brands worth $507 as of Q2 2026.
  • EverSource Wealth Advisors bought 8 Hamilton Beach Brands shares in Q2 2026, an estimated $160.
  • Hamilton Beach Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4126 holding.
  • EverSource Wealth Advisors first reported a position in Hamilton Beach Brands in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Hamilton Beach Brands position peaked at $1.48K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.