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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
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

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

Essential Partners's HY Position: Q2 2026 in Review

Essential Partners increased its Hyster-Yale Materials Handling (HY) stake by 44% in Q2 2026, buying an estimated $908 and bringing the position to 82 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Essential Partners first reported a position in HY in Q2 2025 and has held it in 5 quarters since. The position peaked at $7K in Q3 2025. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Essential Partners held 82 shares of Hyster-Yale Materials Handling worth $2.88K as of Q2 2026.
  • Essential Partners bought 25 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $908.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1808 holding.
  • Essential Partners first reported a position in Hyster-Yale Materials Handling in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Hyster-Yale Materials Handling position peaked at $7K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.