Horizon Investments
HY icon

Horizon Investments’s Hyster-Yale Materials Handling HY Stock Holding History

Horizon Investments’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 		– Sell
-10
Closed -$325 – 1444
2026
Q1 		$325 Buy
+10
New +$343 ﹤0.01% 1385

Other funds holding HY

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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

Horizon Investments's HY Position: Q2 2026 in Review

Horizon Investments sold out of Hyster-Yale Materials Handling (HY) in Q2 2026, closing a stake of 10 shares — an estimated $325 sold.

Horizon Investments first reported a position in HY in Q1 2026 and held it in 1 quarter. The position peaked at $325 in Q1 2026. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Horizon Investments reported no remaining Hyster-Yale Materials Handling position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 10 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $325.
  • Horizon Investments first reported a position in Hyster-Yale Materials Handling in Q1 2026 and held it in 1 quarter.
  • Horizon Investments's Hyster-Yale Materials Handling position peaked at $325 in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.