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Covestor’s Hyster-Yale Materials Handling HY Stock Holding History

Covestor’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 		$0 Buy
12
+7
+140% +$254 ﹤0.01% 2641
2026
Q1 		$0 Buy
5
+3
+150% +$103 ﹤0.01% 2495
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2470
2025
Q3 		$0 Sell
2
-768
-100% -$30K ﹤0.01% 2492
2025
Q2 		$31K Buy
770
+87
+13% +$3.47K 0.02% 1081
2025
Q1 		$28K Buy
683
+183
+37% +$9.1K 0.02% 1070
2024
Q4 		$26K Buy
500
+71
+17% +$4.15K 0.02% 1095
2024
Q3 		$27K Buy
429
+427
+21,350% +$27.9K 0.02% 1101
2024
Q2 		$0 Hold
2
– – ﹤0.01% 2456
2024
Q1 		$0 Buy
2
+1
+100% +$64 ﹤0.01% 2453
2023
Q4 		$0 Buy
+1
New +$48 ﹤0.01% 2377
2022
Q1 		– Sell
-12
Closed -$1K – 2252
2021
Q4 		$1K Buy
+12
New +$524 ﹤0.01% 1783

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

Covestor's HY Position: Q2 2026 in Review

Covestor increased its Hyster-Yale Materials Handling (HY) stake by 140% in Q2 2026, buying an estimated $254 and bringing the position to 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Covestor first reported a position in HY in Q4 2021 and has held it in 12 quarters since. The position peaked at $31K in Q2 2025. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Covestor held 12 shares of Hyster-Yale Materials Handling worth $0 as of Q2 2026.
  • Covestor bought 7 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $254.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2641 holding.
  • Covestor first reported a position in Hyster-Yale Materials Handling in Q4 2021 and has held it in 12 quarters since.
  • Covestor's Hyster-Yale Materials Handling position peaked at $31K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.