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Empowered Funds’s Hyster-Yale Materials Handling HY Stock Holding History

Empowered Funds’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 		$2.37M Buy
+73,025
New +$2.51M 0.02% 1011
2025
Q4 		– Sell
-60,201
Closed -$2.22M – 1422
2025
Q3 		$2.22M Buy
60,201
+6,812
+13% +$266K 0.02% 872
2025
Q2 		$2.12M Buy
53,389
+4,688
+10% +$187K 0.02% 792
2025
Q1 		$2.02M Buy
48,701
+24,302
+100% +$1.21M 0.03% 740
2024
Q4 		$1.24M Buy
+24,399
New +$1.43M 0.02% 912

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Empowered Funds's HY Position: Q1 2026 in Review

Empowered Funds opened a new position in Hyster-Yale Materials Handling (HY) in Q1 2026: 73,025 shares worth $2.37M. The stake represents 0.02% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Empowered Funds previously reported a position in HY as recently as Q3 2025.

Empowered Funds first reported a position in HY in Q4 2024 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Empowered Funds held 73,025 shares of Hyster-Yale Materials Handling worth $2.37M as of Q1 2026.
  • Hyster-Yale Materials Handling was a new Empowered Funds position in Q1 2026.
  • Hyster-Yale Materials Handling made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #1011 holding.
  • Empowered Funds first reported a position in Hyster-Yale Materials Handling in Q4 2024 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.