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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
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

CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's HBB Position: Q2 2026 in Review

True Wealth Design opened a new position in Hamilton Beach Brands (HBB) in Q2 2026: 6 shares worth $139. The stake represents ﹤0.01% of the portfolio and ranks #2505 among its holdings. This is a return to the name: True Wealth Design previously reported a position in HBB as recently as Q3 2025.

True Wealth Design first reported a position in HBB in Q4 2024 and has held it in 5 quarters since. The position peaked at $564 in Q1 2025. 5 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

  • True Wealth Design held 6 shares of Hamilton Beach Brands worth $139 as of Q2 2026.
  • Hamilton Beach Brands was a new True Wealth Design position in Q2 2026.
  • Hamilton Beach Brands made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2505 holding.
  • True Wealth Design first reported a position in Hamilton Beach Brands in Q4 2024 and has held it in 5 quarters since.
  • True Wealth Design's Hamilton Beach Brands position peaked at $564 in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.