Dumont & Blake Investment Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Dumont & Blake Investment 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 Q1	$326K	Sell	10,033 -4,446	-31%	-$153K	0.08%	158
2025 Q4	$430K	Sell	14,479 -1,150	-7%	-$37.9K	0.1%	145
2025 Q3	$576K	Buy	15,629 +8	+0.1%	+$312	0.14%	136
2025 Q2	$621K	Buy	15,621 +2,432	+18%	+$96.9K	0.16%	130
2025 Q1	$548K	Buy	13,189 +2,330	+21%	+$116K	0.15%	129
2024 Q4	$553K	Sell	10,859 -2,300	-17%	-$134K	0.15%	131
2024 Q3	$839K	Sell	13,159 -13,049	-50%	-$851K	0.22%	109
2024 Q2	$1.83M	Buy	26,208 +21,954	+516%	+$1.5M	0.26%	94
2024 Q1	$273K	Buy	4,254 +29	+0.7%	+$1.86K	0.08%	172
2023 Q4	$263K	Buy	+4,225	New	+$201K	0.08%	168
2023 Q3	–	Sell	-4,225	Closed	-$236K	–	187
2023 Q2	$236K	Hold	4,225	–	–	0.08%	169
2023 Q1	$211K	Buy	+4,225	New	+$155K	0.07%	179

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

Dumont & Blake Investment Advisors's HY Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Hyster-Yale Materials Handling (HY) stake by 31% in Q1 2026, selling an estimated $153K and leaving 10,033 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #158.

Dumont & Blake Investment Advisors first reported a position in HY in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q2 2024. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

Dumont & Blake Investment Advisors held 10,033 shares of Hyster-Yale Materials Handling worth $326K as of Q1 2026.
Dumont & Blake Investment Advisors sold 4,446 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $153K.
Hyster-Yale Materials Handling made up 0.08% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #158 holding.
Dumont & Blake Investment Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2023 and has held it in 12 quarters since.
Dumont & Blake Investment Advisors's Hyster-Yale Materials Handling position peaked at $1.83M in Q2 2024.
148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.