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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
Q2 		$2.66M Buy
75,753
+2,728
+4% +$99.1K 0.01% 1038
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 $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

Empowered Funds's HY Position: Q2 2026 in Review

Empowered Funds increased its Hyster-Yale Materials Handling (HY) stake by 3.7% in Q2 2026, buying an estimated $99.1K and bringing the position to 75,753 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #1038.

Empowered Funds first reported a position in HY in Q4 2024 and has held it in 6 quarters since. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Empowered Funds held 75,753 shares of Hyster-Yale Materials Handling worth $2.66M as of Q2 2026.
  • Empowered Funds bought 2,728 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $99.1K.
  • Hyster-Yale Materials Handling made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1038 holding.
  • Empowered Funds first reported a position in Hyster-Yale Materials Handling in Q4 2024 and has held it in 6 quarters since.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.