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Basecamp Wealth Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Basecamp Wealth Advisors’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 		$2.49K Hold
71
– – ﹤0.01% 1315
2026
Q1 		$2.31K Hold
71
– – ﹤0.01% 1368
2025
Q4 		$2.11K Buy
+71
New +$2.34K ﹤0.01% 1342

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

Basecamp Wealth Advisors's HY Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Hyster-Yale Materials Handling (HY) position steady in Q2 2026 at 71 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Basecamp Wealth Advisors first reported a position in HY in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Basecamp Wealth Advisors held 71 shares of Hyster-Yale Materials Handling worth $2.49K as of Q2 2026.
  • Basecamp Wealth Advisors left its Hyster-Yale Materials Handling share count unchanged in Q2 2026.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1315 holding.
  • Basecamp Wealth Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

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