Franklin Resources
HY icon

Franklin Resources’s Hyster-Yale Materials Handling HY Stock Holding History

Franklin Resources’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 		$822K Buy
25,292
+5,216
+26% +$179K ﹤0.01% 2261
2025
Q4 		$596K Buy
20,076
+1,323
+7% +$43.6K ﹤0.01% 2324
2025
Q3 		$691K Buy
18,753
+135
+0.7% +$5.27K ﹤0.01% 2284
2025
Q2 		$741K Buy
18,618
+111
+0.6% +$4.42K ﹤0.01% 2140
2025
Q1 		$769K Sell
18,507
-92
-0.5% -$4.58K ﹤0.01% 2083
2024
Q4 		$947K Sell
18,599
-81
-0.4% -$4.73K ﹤0.01% 2010
2024
Q3 		$1.26M Buy
18,680
+845
+5% +$55.1K ﹤0.01% 1890
2024
Q2 		$1.24M Buy
17,835
+922
+5% +$62.9K ﹤0.01% 1851
2024
Q1 		$1.09M Buy
16,913
+12,023
+246% +$771K ﹤0.01% 1921
2023
Q4 		$304K Buy
4,890
+234
+5% +$11.1K ﹤0.01% 2167
2023
Q3 		$208K Sell
4,656
-500
-10% -$23.1K ﹤0.01% 2312
2023
Q2 		$288K Buy
+5,156
New +$264K ﹤0.01% 2225
2020
Q3 		– Sell
-151,974
Closed -$5.67M – 1877
2020
Q2 		$5.67M Sell
151,974
-71,899
-32% -$2.68M ﹤0.01% 981
2020
Q1 		$8.97M Sell
223,873
-69
-0% -$3.48K 0.01% 825
2019
Q4 		$13.2M Buy
223,942
+8
+0% +$445 0.01% 844
2019
Q3 		$12.3M Sell
223,934
-1,048
-0.5% -$58.2K 0.01% 846
2019
Q2 		$12.4M Sell
224,982
-1,404
-0.6% -$78.3K 0.01% 847
2019
Q1 		$14.1M Sell
226,386
-6,456
-3% -$437K 0.01% 811
2018
Q4 		$14.4M Buy
232,842
+1,224
+0.5% +$76.3K 0.01% 793
2018
Q3 		$14.3M Buy
231,618
+24
+0% +$1.52K 0.01% 860
2018
Q2 		$14.9M Buy
231,594
+476
+0.2% +$33.1K 0.01% 845
2018
Q1 		$16.2M Buy
231,118
+300
+0.1% +$23.7K 0.01% 835
2017
Q4 		$19.7M Sell
230,818
-2,225
-1% -$183K 0.01% 798
2017
Q3 		$17.8M Sell
233,043
-330
-0.1% -$23.2K 0.01% 827
2017
Q2 		$16.4M Buy
233,373
+399
+0.2% +$27.2K 0.01% 843
2017
Q1 		$13.1M Sell
232,974
-44,100
-16% -$2.67M 0.01% 898
2016
Q4 		$17.7M Sell
277,074
-19,086
-6% -$1.18M 0.01% 822
2016
Q3 		$17.8M Hold
296,160
– – 0.01% 839
2016
Q2 		$17.6M Buy
296,160
+31,580
+12% +$1.98M 0.01% 838
2016
Q1 		$17.6M Hold
264,580
– – 0.01% 836
2015
Q4 		$13.9M Hold
264,580
– – 0.01% 933
2015
Q3 		$15.3M Hold
264,580
– – 0.01% 919
2015
Q2 		$18.3M Sell
264,580
-1,930
-0.7% -$140K 0.01% 905
2015
Q1 		$19.5M Sell
266,510
-11,000
-4% -$744K 0.01% 901
2014
Q4 		$20.3M Buy
277,510
+101,310
+57% +$7.54M 0.01% 872
2014
Q3 		$12.6M Hold
176,200
– – 0.01% 1004
2014
Q2 		$15.6M Hold
176,200
– – 0.01% 944
2014
Q1 		$17.2M Sell
176,200
-14,200
-7% -$1.33M 0.01% 895
2013
Q4 		$17.7M Sell
190,400
-46,690
-20% -$4.07M 0.01% 847
2013
Q3 		$21.3M Hold
237,090
– – 0.01% 785
2013
Q2 		$14.9M Buy
+237,090
New +$13.9M 0.01% 830

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

Franklin Resources's HY Position: Q1 2026 in Review

Franklin Resources increased its Hyster-Yale Materials Handling (HY) stake by 26% in Q1 2026, buying an estimated $179K and bringing the position to 25,292 shares worth $822K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Franklin Resources first reported a position in HY in Q2 2013 and has held it in 41 quarters since. The position peaked at $21.3M in Q3 2013. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Franklin Resources held 25,292 shares of Hyster-Yale Materials Handling worth $822K as of Q1 2026.
  • Franklin Resources bought 5,216 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $179K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2261 holding.
  • Franklin Resources first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 41 quarters since.
  • Franklin Resources's Hyster-Yale Materials Handling position peaked at $21.3M in Q3 2013.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.