Morgan Stanley’s Hamilton Beach Brands HBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $870K | Buy |
45,935
+3,087
| +7% | +$56.3K | ﹤0.01% | 5218 |
|
|
2025
Q4 | $705K | Buy |
42,848
+1,496
| +4% | +$22.7K | ﹤0.01% | 5346 |
|
|
2025
Q3 | $594K | Sell |
41,352
-5,910
| -13% | -$92.2K | ﹤0.01% | 5436 |
|
|
2025
Q2 | $846K | Buy |
47,262
+18,202
| +63% | +$323K | ﹤0.01% | 5194 |
|
|
2025
Q1 | $565K | Sell |
29,060
-14,782
| -34% | -$266K | ﹤0.01% | 5275 |
|
|
2024
Q4 | $738K | Buy |
43,842
+3,893
| +10% | +$90K | ﹤0.01% | 5241 |
|
|
2024
Q3 | $1.22M | Buy |
39,949
+10,860
| +37% | +$265K | ﹤0.01% | 4929 |
|
|
2024
Q2 | $500K | Sell |
29,089
-2,620
| -8% | -$53.2K | ﹤0.01% | 5293 |
|
|
2024
Q1 | $772K | Sell |
31,709
-22,625
| -42% | -$439K | ﹤0.01% | 5106 |
|
|
2023
Q4 | $950K | Buy |
54,334
+34,214
| +170% | +$480K | ﹤0.01% | 5318 |
|
|
2023
Q3 | $250K | Buy |
20,120
+73
| +0.4% | +$809 | ﹤0.01% | 5483 |
|
|
2023
Q2 | $194K | Sell |
20,047
-3,973
| -17% | -$39.6K | ﹤0.01% | 5657 |
|
|
2023
Q1 | $246K | Sell |
24,020
-1,659
| -6% | -$20.1K | ﹤0.01% | 5613 |
|
|
2022
Q4 | $318K | Buy |
25,679
+8,338
| +48% | +$108K | ﹤0.01% | 5465 |
|
|
2022
Q3 | $203K | Sell |
17,341
-7,449
| -30% | -$88.8K | ﹤0.01% | 5718 |
|
|
2022
Q2 | $308K | Buy |
24,790
+8,466
| +52% | +$89.5K | ﹤0.01% | 5672 |
|
|
2022
Q1 | $190K | Buy |
16,324
+2,558
| +19% | +$33.2K | ﹤0.01% | 5952 |
|
|
2021
Q4 | $197K | Buy |
13,766
+590
| +4% | +$9.08K | ﹤0.01% | 6081 |
|
|
2021
Q3 | $206K | Buy |
13,176
+1,721
| +15% | +$30.9K | ﹤0.01% | 5985 |
|
|
2021
Q2 | $255K | Buy |
11,455
+7,175
| +168% | +$157K | ﹤0.01% | 5886 |
|
|
2021
Q1 | $78K | Sell |
4,280
-5,050
| -54% | -$91.8K | ﹤0.01% | 6141 |
|
|
2020
Q4 | $163K | Buy |
9,330
+4,543
| +95% | +$89.3K | ﹤0.01% | 5689 |
|
|
2020
Q3 | $93K | Sell |
4,787
-2,203
| -32% | -$37.8K | ﹤0.01% | 5459 |
|
|
2020
Q2 | $83K | Sell |
6,990
-1,521
| -18% | -$16.7K | ﹤0.01% | 5488 |
|
|
2020
Q1 | $81K | Sell |
8,511
-9,427
| -53% | -$131K | ﹤0.01% | 5268 |
|
|
2019
Q4 | $342K | Buy |
17,938
+8,946
| +99% | +$164K | ﹤0.01% | 5140 |
|
|
2019
Q3 | $146K | Buy |
8,992
+4,241
| +89% | +$65.5K | ﹤0.01% | 5299 |
|
|
2019
Q2 | $91K | Sell |
4,751
-670
| -12% | -$12.8K | ﹤0.01% | 5370 |
|
|
2019
Q1 | $116K | Sell |
5,421
-5,409
| -50% | -$131K | ﹤0.01% | 5332 |
|
|
2018
Q4 | $253K | Buy |
10,830
+273
| +3% | +$5.87K | ﹤0.01% | 5184 |
|
|
2018
Q3 | $232K | Sell |
10,557
-3,729
| -26% | -$94.6K | ﹤0.01% | 5383 |
|
|
2018
Q2 | $415K | Sell |
14,286
-7,015
| -33% | -$182K | ﹤0.01% | 5217 |
|
|
2018
Q1 | $452K | Sell |
21,301
-1,805
| -8% | -$44.8K | ﹤0.01% | 5065 |
|
|
2017
Q4 | $594K | Buy |
+23,106
| New | +$742K | ﹤0.01% | 4872 |
|
Other funds holding HBB
PRCP
VCM
NSIM
CFMC
Morgan Stanley's HBB Position: Q1 2026 in Review
Morgan Stanley increased its Hamilton Beach Brands (HBB) stake by 7.2% in Q1 2026, buying an estimated $56.3K and bringing the position to 45,935 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #5218.
Morgan Stanley first reported a position in HBB in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.22M in Q3 2024. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.
- Morgan Stanley held 45,935 shares of Hamilton Beach Brands worth $870K as of Q1 2026.
- Morgan Stanley bought 3,087 Hamilton Beach Brands shares in Q1 2026, an estimated $56.3K.
- Hamilton Beach Brands made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5218 holding.
- Morgan Stanley first reported a position in Hamilton Beach Brands in Q4 2017 and has held it in 34 quarters since.
- Morgan Stanley's Hamilton Beach Brands position peaked at $1.22M in Q3 2024.
- 77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.