Creative Planning
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Creative Planning’s Hyster-Yale Materials Handling HY Stock Holding History

Creative Planning’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 		$500K Buy
14,268
+1,137
+9% +$41.3K ﹤0.01% 3191
2026
Q1 		$427K Buy
13,131
+4,887
+59% +$168K ﹤0.01% 3151
2025
Q4 		$245K Buy
+8,244
New +$272K ﹤0.01% 3392
2017
Q1 		– Sell
-1,000
Closed -$64K – 4766
2016
Q4 		$64K Buy
+1,000
New +$61.6K ﹤0.01% 2190
2016
Q3 		– Sell
-200
Closed -$12K – 4648
2016
Q2 		$12K Buy
+200
New +$12.6K ﹤0.01% 3126
2015
Q4 		– Sell
-200
Closed -$12K – 4479
2015
Q3 		$12K Buy
+200
New +$12.8K ﹤0.01% 3077
2015
Q2 		– Sell
-100
Closed -$7K – 1939
2015
Q1 		$7K Hold
100
– – ﹤0.01% 3391
2014
Q4 		$7K Buy
+100
New +$7.45K ﹤0.01% 3311
2014
Q3 		– Sell
-200
Closed -$18K – 4072
2014
Q2 		$18K Hold
200
– – ﹤0.01% 2549
2014
Q1 		$20K Hold
200
– – ﹤0.01% 2368
2013
Q4 		$19K Buy
+200
New +$17.4K ﹤0.01% 2215

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

Creative Planning's HY Position: Q2 2026 in Review

Creative Planning increased its Hyster-Yale Materials Handling (HY) stake by 8.7% in Q2 2026, buying an estimated $41.3K and bringing the position to 14,268 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Creative Planning first reported a position in HY in Q4 2013 and has held it in 11 quarters since. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Creative Planning held 14,268 shares of Hyster-Yale Materials Handling worth $500K as of Q2 2026.
  • Creative Planning bought 1,137 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $41.3K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3191 holding.
  • Creative Planning first reported a position in Hyster-Yale Materials Handling in Q4 2013 and has held it in 11 quarters since.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.