True Wealth Design
HBB icon

True Wealth Design’s Hamilton Beach Brands HBB Stock Holding History

True Wealth Design’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
Q3 		$230 Hold
6
– – ﹤0.01% 2327
2026
Q2 		$139 Buy
+6
New +$120 ﹤0.01% 2505
2025
Q4 		– Sell
-16
Closed -$230 – 2667
2025
Q3 		$230 Sell
16
-10
-38% -$156 ﹤0.01% 2270
2025
Q2 		$466 Sell
26
-3
-10% -$53 ﹤0.01% 1772
2025
Q1 		$564 Buy
29
+4
+16% +$72 ﹤0.01% 1499
2024
Q4 		$421 Buy
+25
New +$578 ﹤0.01% 1121

Other funds holding HBB

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's HBB Position: Q3 2026 in Review

True Wealth Design held its Hamilton Beach Brands (HBB) position steady in Q3 2026 at 6 shares worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

True Wealth Design first reported a position in HBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $564 in Q1 2025. 8 funds tracked by Wall St. Rank hold HBB as of Q3 2026.

  • True Wealth Design held 6 shares of Hamilton Beach Brands worth $230 as of Q3 2026.
  • True Wealth Design left its Hamilton Beach Brands share count unchanged in Q3 2026.
  • Hamilton Beach Brands made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2327 holding.
  • True Wealth Design first reported a position in Hamilton Beach Brands in Q4 2024 and has held it in 6 quarters since.
  • True Wealth Design's Hamilton Beach Brands position peaked at $564 in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.