Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hyster-Yale Materials Handling HY Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.37M Buy
42,204
+811
+2% +$27.8K ﹤0.01% 1374
2025
Q4 		$1.23M Sell
41,393
-888
-2% -$29.3K ﹤0.01% 1377
2025
Q3 		$1.56M Sell
42,281
-24
-0.1% -$936 ﹤0.01% 1201
2025
Q2 		$1.68M Buy
42,305
+924
+2% +$36.8K 0.01% 1008
2025
Q1 		$1.72M Sell
41,381
-330
-0.8% -$16.4K 0.01% 876
2024
Q4 		$2.12M Sell
41,711
-123
-0.3% -$7.19K 0.01% 763
2024
Q3 		$2.67M Sell
41,834
-158
-0.4% -$10.3K 0.01% 611
2024
Q2 		$2.93M Buy
41,992
+192
+0.5% +$13.1K 0.01% 541
2024
Q1 		$2.68M Buy
41,800
+41,664
+30,635% +$2.67M 0.01% 550
2023
Q4 		$8K Buy
136
+100
+278% +$4.76K ﹤0.01% 3285
2023
Q3 		$2K Hold
36
– – ﹤0.01% 3813
2023
Q2 		$2K Hold
36
– – ﹤0.01% 3804
2023
Q1 		$2K Hold
36
– – ﹤0.01% 3658
2022
Q4 		$1K Hold
36
– – ﹤0.01% 3760
2022
Q3 		$1K Buy
+36
New +$1.12K ﹤0.01% 3665
2019
Q1 		– Sell
-6
Closed – – 3088
2018
Q4 		$0 Hold
6
– – ﹤0.01% 2165
2018
Q3 		$0 Hold
6
– – ﹤0.01% 1914
2018
Q2 		$0 Hold
6
– – ﹤0.01% 1726
2018
Q1 		$0 Hold
6
– – ﹤0.01% 1466
2017
Q4 		$1K Hold
6
– – ﹤0.01% 1359
2017
Q3 		$0 Hold
6
– – ﹤0.01% 1511
2017
Q2 		$0 Hold
6
– – ﹤0.01% 1242
2017
Q1 		$0 Buy
+6
New +$364 ﹤0.01% 1234

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hyster-Yale Materials Handling (HY) stake by 2% in Q1 2026, buying an estimated $27.8K and bringing the position to 42,204 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Carson Wealth (CWM LLC) first reported a position in HY in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.93M in Q2 2024. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,204 shares of Hyster-Yale Materials Handling worth $1.37M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 811 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $27.8K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1374 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hyster-Yale Materials Handling in Q1 2017 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Hyster-Yale Materials Handling position peaked at $2.93M in Q2 2024.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.