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Advisors Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Advisors Asset Management’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245 Sell
7
-8
-53% -$291 ﹤0.01% 1405
2026
Q1 		$488 Hold
15
– – ﹤0.01% 1444
2025
Q4 		$446 Sell
15
-1
-6% -$33 ﹤0.01% 1439
2025
Q3 		$590 Hold
16
– – ﹤0.01% 1447
2025
Q2 		$636 Buy
16
+8
+100% +$319 ﹤0.01% 1468
2025
Q1 		$332 Buy
+8
New +$398 ﹤0.01% 1490
2014
Q2 		– Sell
-615
Closed -$60K – 1786
2014
Q1 		$60K Sell
615
-61
-9% -$5.73K ﹤0.01% 1593
2013
Q4 		$63K Sell
676
-141
-17% -$12.3K ﹤0.01% 1549
2013
Q3 		$73K Sell
817
-179
-18% -$13.7K ﹤0.01% 1467
2013
Q2 		$63K Buy
+996
New +$58.5K ﹤0.01% 1456

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Advisors Asset Management's HY Position: Q2 2026 in Review

Advisors Asset Management reduced its Hyster-Yale Materials Handling (HY) stake by 53% in Q2 2026, selling an estimated $291 and leaving 7 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Advisors Asset Management first reported a position in HY in Q2 2013 and has held it in 10 quarters since. The position peaked at $73K in Q3 2013. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Advisors Asset Management held 7 shares of Hyster-Yale Materials Handling worth $245 as of Q2 2026.
  • Advisors Asset Management sold 8 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $291.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1405 holding.
  • Advisors Asset Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 10 quarters since.
  • Advisors Asset Management's Hyster-Yale Materials Handling position peaked at $73K in Q3 2013.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.