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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Creative Planning's HY Position: Q1 2026 in Review

Creative Planning increased its Hyster-Yale Materials Handling (HY) stake by 59% in Q1 2026, buying an estimated $168K and bringing the position to 13,131 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Creative Planning first reported a position in HY in Q4 2013 and has held it in 10 quarters since. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

Creative Planning held 13,131 shares of Hyster-Yale Materials Handling worth $427K as of Q1 2026.
Creative Planning bought 4,887 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $168K.
Hyster-Yale Materials Handling made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3151 holding.
Creative Planning first reported a position in Hyster-Yale Materials Handling in Q4 2013 and has held it in 10 quarters since.
148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.