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

Clearstead 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 		$32.6K Buy
931
+9
+1% +$327 ﹤0.01% 1633
2026
Q1 		$30K Hold
922
– – ﹤0.01% 1369
2025
Q4 		$27.4K Sell
922
-60
-6% -$1.98K ﹤0.01% 1612
2025
Q3 		$36.2K Sell
982
-6
-0.6% -$234 ﹤0.01% 1396
2025
Q2 		$39.3K Buy
988
+66
+7% +$2.63K ﹤0.01% 1363
2025
Q1 		$38.3K Hold
922
– – ﹤0.01% 1244
2024
Q4 		$47K Hold
922
– – ﹤0.01% 1174
2024
Q3 		$58.8K Hold
922
– – ﹤0.01% 1169
2024
Q2 		$64.3K Hold
922
– – ﹤0.01% 1104
2024
Q1 		$68K Hold
922
– – ﹤0.01% 694
2023
Q4 		$57.3K Hold
922
– – ﹤0.01% 705
2023
Q3 		$41.1K Hold
922
– – ﹤0.01% 751
2023
Q2 		$51.5K Hold
922
– – ﹤0.01% 726
2023
Q1 		$46K Buy
922
+722
+361% +$26.5K ﹤0.01% 679
2022
Q4 		$5.06K Hold
200
– – ﹤0.01% 986
2022
Q3 		$4K Hold
200
– – ﹤0.01% 999
2022
Q2 		$6K Sell
200
-160
-44% -$5.45K ﹤0.01% 983
2022
Q1 		$12K Buy
360
+160
+80% +$6.32K ﹤0.01% 963
2021
Q4 		$8K Hold
200
– – ﹤0.01% 948
2021
Q3 		$10K Hold
200
– – ﹤0.01% 943
2021
Q2 		$15K Hold
200
– – ﹤0.01% 745
2021
Q1 		$17K Sell
200
-130
-39% -$11.4K ﹤0.01% 706
2020
Q4 		$20K Hold
330
– – ﹤0.01% 633
2020
Q3 		$12K Sell
330
-70
-18% -$2.76K ﹤0.01% 644
2020
Q2 		$15K Hold
400
– – ﹤0.01% 551
2020
Q1 		$16K Buy
+400
New +$20.2K ﹤0.01% 526

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAMCO Investors
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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 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 $3.38T AUM 44.17% 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

Clearstead Advisors's HY Position: Q2 2026 in Review

Clearstead Advisors increased its Hyster-Yale Materials Handling (HY) stake by 0.98% in Q2 2026, buying an estimated $327 and bringing the position to 931 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Clearstead Advisors first reported a position in HY in Q1 2020 and has held it in 26 quarters since. The position peaked at $68K in Q1 2024. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Clearstead Advisors held 931 shares of Hyster-Yale Materials Handling worth $32.6K as of Q2 2026.
  • Clearstead Advisors bought 9 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $327.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1633 holding.
  • Clearstead Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Hyster-Yale Materials Handling position peaked at $68K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.