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Allworth Financial’s Hyster-Yale Materials Handling HY Stock Holding History

Allworth Financial’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 		$4.53K Buy
129
+82
+174% +$2.98K ﹤0.01% 4178
2026
Q1 		$1.53K Sell
47
-1
-2% -$34 ﹤0.01% 4438
2025
Q4 		$1.43K Buy
48
+20
+71% +$660 ﹤0.01% 4243
2025
Q3 		$1.03K Sell
28
-22
-44% -$858 ﹤0.01% 4244
2025
Q2 		$1.99K Buy
+50
New +$1.99K ﹤0.01% 3704
2024
Q4 		– Sell
-21
Closed -$1.34K – 3995
2024
Q3 		$1.34K Hold
21
– – ﹤0.01% 3117
2024
Q2 		$1.5K Buy
+21
New +$1.43K ﹤0.01% 3028
2022
Q4 		– Sell
-447
Closed -$10K – 3089
2022
Q3 		$10K Buy
+447
New +$13.9K ﹤0.01% 1662
2020
Q3 		– Sell
-33
Closed -$1K – 1217
2020
Q2 		$1K Buy
+33
New +$1.23K ﹤0.01% 1103

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

Allworth Financial's HY Position: Q2 2026 in Review

Allworth Financial increased its Hyster-Yale Materials Handling (HY) stake by 174% in Q2 2026, buying an estimated $2.98K and bringing the position to 129 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4178.

Allworth Financial first reported a position in HY in Q2 2020 and has held it in 9 quarters since. The position peaked at $10K in Q3 2022. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Allworth Financial held 129 shares of Hyster-Yale Materials Handling worth $4.53K as of Q2 2026.
  • Allworth Financial bought 82 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $2.98K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4178 holding.
  • Allworth Financial first reported a position in Hyster-Yale Materials Handling in Q2 2020 and has held it in 9 quarters since.
  • Allworth Financial's Hyster-Yale Materials Handling position peaked at $10K in Q3 2022.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.