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EverSource Wealth Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

EverSource Wealth 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
Q1 		$4.68K Buy
144
+75
+109% +$2.57K ﹤0.01% 3298
2025
Q4 		$2.05K Sell
69
-106
-61% -$3.5K ﹤0.01% 3489
2025
Q3 		$6.45K Sell
175
-13
-7% -$507 ﹤0.01% 3034
2025
Q2 		$7.48K Buy
188
+187
+18,700% +$7.45K ﹤0.01% 2978
2025
Q1 		$42 Sell
1
-4
-80% -$199 ﹤0.01% 3910
2024
Q4 		$255 Buy
+5
New +$292 ﹤0.01% 3375

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

EverSource Wealth Advisors's HY Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Hyster-Yale Materials Handling (HY) stake by 109% in Q1 2026, buying an estimated $2.57K and bringing the position to 144 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

EverSource Wealth Advisors first reported a position in HY in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.48K in Q2 2025. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • EverSource Wealth Advisors held 144 shares of Hyster-Yale Materials Handling worth $4.68K as of Q1 2026.
  • EverSource Wealth Advisors bought 75 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $2.57K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3298 holding.
  • EverSource Wealth Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Hyster-Yale Materials Handling position peaked at $7.48K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.