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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
Q2 		$208K Sell
5,942
-4,091
-41% -$149K 0.05% 190
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
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

Dumont & Blake Investment Advisors's HY Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Hyster-Yale Materials Handling (HY) stake by 41% in Q2 2026, selling an estimated $149K and leaving 5,942 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #190.

Dumont & Blake Investment Advisors first reported a position in HY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.83M in Q2 2024. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Dumont & Blake Investment Advisors held 5,942 shares of Hyster-Yale Materials Handling worth $208K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 4,091 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $149K.
  • Hyster-Yale Materials Handling made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #190 holding.
  • Dumont & Blake Investment Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2023 and has held it in 13 quarters since.
  • Dumont & Blake Investment Advisors's Hyster-Yale Materials Handling position peaked at $1.83M in Q2 2024.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.