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Essential Partners’s Hyster-Yale Materials Handling HY Stock Holding History

Essential Partners’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
Q3 		$1.73K Sell
55
-27
-33% -$908 ﹤0.01% 1974
2026
Q2 		$2.88K Buy
82
+25
+44% +$908 ﹤0.01% 1808
2026
Q1 		$1.85K Buy
57
+43
+307% +$1.48K ﹤0.01% 2036
2025
Q4 		$416 Sell
14
-176
-93% -$5.8K ﹤0.01% 2265
2025
Q3 		$7K Buy
190
+144
+313% +$5.62K ﹤0.01% 1293
2025
Q2 		$1.83K Buy
+46
New +$1.83K ﹤0.01% 1340

Other funds holding HY

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's HY Position: Q3 2026 in Review

Essential Partners reduced its Hyster-Yale Materials Handling (HY) stake by 33% in Q3 2026, selling an estimated $908 and leaving 55 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Essential Partners first reported a position in HY in Q2 2025 and has held it in 6 quarters since. The position peaked at $7K in Q3 2025. 9 funds tracked by Wall St. Rank hold HY as of Q3 2026.

  • Essential Partners held 55 shares of Hyster-Yale Materials Handling worth $1.73K as of Q3 2026.
  • Essential Partners sold 27 Hyster-Yale Materials Handling shares in Q3 2026, an estimated $908.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1974 holding.
  • Essential Partners first reported a position in Hyster-Yale Materials Handling in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Hyster-Yale Materials Handling position peaked at $7K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.