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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
Q1 		$488 Hold
15
– – ﹤0.01% 1444
2025
Q4 		$446 Sell
15
-1
-6% -$33 ﹤0.01% 1432
2025
Q3 		$590 Hold
16
– – ﹤0.01% 1442
2025
Q2 		$636 Buy
16
+8
+100% +$319 ﹤0.01% 1463
2025
Q1 		$332 Buy
+8
New +$398 ﹤0.01% 1487
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 $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Advisors Asset Management's HY Position: Q1 2026 in Review

Advisors Asset Management held its Hyster-Yale Materials Handling (HY) position steady in Q1 2026 at 15 shares worth $488. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Advisors Asset Management first reported a position in HY in Q2 2013 and has held it in 9 quarters since. The position peaked at $73K in Q3 2013. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Advisors Asset Management held 15 shares of Hyster-Yale Materials Handling worth $488 as of Q1 2026.
  • Advisors Asset Management left its Hyster-Yale Materials Handling share count unchanged in Q1 2026.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1444 holding.
  • Advisors Asset Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 9 quarters since.
  • Advisors Asset Management's Hyster-Yale Materials Handling position peaked at $73K in Q3 2013.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.