Ritholtz Wealth Management’s Hamilton Beach Brands HBB Stock Holding History

Ritholtz Wealth 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	$211K	Sell	11,119 -1,609	-13%	-$29.4K	﹤0.01%	1116
2025 Q4	$209K	Sell	12,728 -4,291	-25%	-$65.1K	﹤0.01%	1050
2025 Q3	$245K	Sell	17,019 -9,651	-36%	-$151K	﹤0.01%	915
2025 Q2	$477K	Buy	26,670 +8,800	+49%	+$156K	0.01%	657
2025 Q1	$347K	Sell	17,870 -17,036	-49%	-$307K	0.01%	701
2024 Q4	$587K	Sell	34,906 -19,415	-36%	-$449K	0.02%	517
2024 Q3	$1.65M	Buy	54,321 +13,233	+32%	+$323K	0.05%	272
2024 Q2	$706K	Buy	41,088 +11,561	+39%	+$235K	0.02%	433
2024 Q1	$719K	Buy	29,527 +17,545	+146%	+$340K	0.02%	444
2023 Q4	$210K	Buy	+11,982	New	+$168K	0.01%	692

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

Ritholtz Wealth Management's HBB Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Hamilton Beach Brands (HBB) stake by 13% in Q1 2026, selling an estimated $29.4K and leaving 11,119 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Ritholtz Wealth Management first reported a position in HBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.65M in Q3 2024. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

Ritholtz Wealth Management held 11,119 shares of Hamilton Beach Brands worth $211K as of Q1 2026.
Ritholtz Wealth Management sold 1,609 Hamilton Beach Brands shares in Q1 2026, an estimated $29.4K.
Hamilton Beach Brands made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1116 holding.
Ritholtz Wealth Management first reported a position in Hamilton Beach Brands in Q4 2023 and has held it in 10 quarters since.
Ritholtz Wealth Management's Hamilton Beach Brands position peaked at $1.65M in Q3 2024.
77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.