Nisa Investment Advisors
HBB icon

Nisa Investment Advisors’s Hamilton Beach Brands HBB Stock Holding History

Nisa Investment 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
2025
Q3 		– Sell
-218
Closed -$3.9K – 3027
2025
Q2 		$3.9K Buy
218
+151
+225% +$2.68K ﹤0.01% 2488
2025
Q1 		$1.3K Buy
+67
New +$1.21K ﹤0.01% 2571
2024
Q4 		– Sell
-22
Closed -$669 – 3022
2024
Q3 		$669 Buy
+22
New +$537 ﹤0.01% 2666

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

Nisa Investment Advisors's HBB Position: Q3 2025 in Review

Nisa Investment Advisors sold out of Hamilton Beach Brands (HBB) in Q3 2025, closing a stake of 218 shares — an estimated $3.9K sold.

Nisa Investment Advisors first reported a position in HBB in Q3 2024 and held it in 3 quarters. The position peaked at $3.9K in Q2 2025. 74 funds tracked by Wall St. Rank hold HBB as of Q3 2025.

  • Nisa Investment Advisors reported no remaining Hamilton Beach Brands position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 218 Hamilton Beach Brands shares in Q3 2025, an estimated $3.9K.
  • Nisa Investment Advisors first reported a position in Hamilton Beach Brands in Q3 2024 and held it in 3 quarters.
  • Nisa Investment Advisors's Hamilton Beach Brands position peaked at $3.9K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.