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Concord Wealth Partners’s Hyster-Yale Materials Handling HY Stock Holding History

Concord Wealth Partners’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 		– Sell
-60
Closed -$1.78K – 458
2025
Q4 		$1.78K Hold
60
– – ﹤0.01% 707
2025
Q3 		$2.21K Hold
60
– – ﹤0.01% 707
2025
Q2 		$2.39K Hold
60
– – ﹤0.01% 706
2025
Q1 		$2.49K Hold
60
– – ﹤0.01% 663
2024
Q4 		$3.06K Hold
60
– – ﹤0.01% 665
2024
Q3 		$3.83K Hold
60
– – ﹤0.01% 673
2024
Q2 		$4.18K Hold
60
– – ﹤0.01% 593
2024
Q1 		$3.85K Hold
60
– – ﹤0.01% 688
2023
Q4 		$3.73K Hold
60
– – ﹤0.01% 666
2023
Q3 		$2.67K Hold
60
– – ﹤0.01% 826
2023
Q2 		$3.35K Hold
60
– – ﹤0.01% 789
2023
Q1 		$2.99K Hold
60
– – ﹤0.01% 755
2022
Q4 		$1.52K Buy
+60
New +$1.67K ﹤0.01% 998
2022
Q3 		– Sell
-60
Closed -$2K – 589
2022
Q2 		$2K Hold
60
– – ﹤0.01% 1026
2022
Q1 		$2K Hold
60
– – ﹤0.01% 1100
2021
Q4 		$2K Sell
60
-66
-52% -$2.88K ﹤0.01% 1129
2021
Q3 		$6K Sell
126
-104
-45% -$6.39K ﹤0.01% 551
2021
Q2 		$17K Buy
230
+154
+203% +$11.9K ﹤0.01% 535
2021
Q1 		$7K Buy
76
+16
+27% +$1.4K ﹤0.01% 627
2020
Q4 		$4K Buy
+60
New +$3.03K ﹤0.01% 438

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

Concord Wealth Partners's HY Position: Q1 2026 in Review

Concord Wealth Partners sold out of Hyster-Yale Materials Handling (HY) in Q1 2026, closing a stake of 60 shares — an estimated $1.78K sold.

Concord Wealth Partners first reported a position in HY in Q4 2020 and held it in 20 quarters. The position peaked at $17K in Q2 2021. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Concord Wealth Partners reported no remaining Hyster-Yale Materials Handling position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 60 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $1.78K.
  • Concord Wealth Partners first reported a position in Hyster-Yale Materials Handling in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Hyster-Yale Materials Handling position peaked at $17K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.