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Navellier & Associates’s Hamilton Beach Brands HBB Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-14,899
Closed -$267K – 367
2025
Q2 		$267K Buy
14,899
+480
+3% +$8.52K 0.03% 276
2025
Q1 		$210K Sell
14,419
-11,814
-45% -$213K 0.03% 291
2024
Q4 		$442K Buy
26,233
+10,535
+67% +$244K 0.05% 247
2024
Q3 		$478K Sell
15,698
-11,435
-42% -$279K 0.06% 226
2024
Q2 		$466K Buy
+27,133
New +$551K 0.05% 255

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
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

Navellier & Associates's HBB Position: Q3 2025 in Review

Navellier & Associates sold out of Hamilton Beach Brands (HBB) in Q3 2025, closing a stake of 14,899 shares — an estimated $267K sold.

Navellier & Associates first reported a position in HBB in Q2 2024 and held it in 5 quarters. The position peaked at $478K in Q3 2024. 74 funds tracked by Wall St. Rank hold HBB as of Q3 2025.

  • Navellier & Associates reported no remaining Hamilton Beach Brands position as of Q3 2025 after selling out during the quarter.
  • Navellier & Associates sold 14,899 Hamilton Beach Brands shares in Q3 2025, an estimated $267K.
  • Navellier & Associates first reported a position in Hamilton Beach Brands in Q2 2024 and held it in 5 quarters.
  • Navellier & Associates's Hamilton Beach Brands position peaked at $478K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2025.

Based on Navellier & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.