Financial Consulate’s Hyster-Yale Materials Handling HY Stock Holding History

Financial Consulate’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	$1.98K	Buy	+63	New	+$2.12K	﹤0.01%	1116

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Financial Consulate's HY Position: Q3 2026 in Review

Financial Consulate opened a new position in Hyster-Yale Materials Handling (HY) in Q3 2026: 63 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings.

77 funds tracked by Wall St. Rank hold HY as of Q3 2026.

Financial Consulate held 63 shares of Hyster-Yale Materials Handling worth $1.98K as of Q3 2026.
Hyster-Yale Materials Handling was a new Financial Consulate position in Q3 2026.
Hyster-Yale Materials Handling made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1116 holding.
77 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.