EverSource Wealth Advisors
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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
Q2 		$6.07K Buy
173
+29
+20% +$1.05K ﹤0.01% 3193
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 $6.73T AUM 46.02% 1-Year Est. Return
GAMCO Investors
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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's HY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Hyster-Yale Materials Handling (HY) stake by 20% in Q2 2026, buying an estimated $1.05K and bringing the position to 173 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

EverSource Wealth Advisors first reported a position in HY in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.48K in Q2 2025. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • EverSource Wealth Advisors held 173 shares of Hyster-Yale Materials Handling worth $6.07K as of Q2 2026.
  • EverSource Wealth Advisors bought 29 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $1.05K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3193 holding.
  • EverSource Wealth Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Hyster-Yale Materials Handling position peaked at $7.48K in Q2 2025.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.