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

FourThought Financial 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
Q1 		– Sell
-16,976
Closed -$504K – 451
2025
Q4 		$504K Buy
16,976
+9,059
+114% +$299K 0.04% 211
2025
Q3 		$292K Buy
+7,917
New +$309K 0.03% 367

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American Century Companies
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V
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State Street
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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

FourThought Financial Partners's HY Position: Q1 2026 in Review

FourThought Financial Partners sold out of Hyster-Yale Materials Handling (HY) in Q1 2026, closing a stake of 16,976 shares — an estimated $504K sold.

FourThought Financial Partners first reported a position in HY in Q3 2025 and held it in 2 quarters. The position peaked at $504K in Q4 2025. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • FourThought Financial Partners reported no remaining Hyster-Yale Materials Handling position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 16,976 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $504K.
  • FourThought Financial Partners first reported a position in Hyster-Yale Materials Handling in Q3 2025 and held it in 2 quarters.
  • FourThought Financial Partners's Hyster-Yale Materials Handling position peaked at $504K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.