IFP Advisors’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66K | Sell |
51
-4
| -7% | -$137 | ﹤0.01% | 4029 |
|
|
2025
Q4 | $1.63K | Sell |
55
-3
| -5% | -$99 | ﹤0.01% | 3908 |
|
|
2025
Q3 | $2.14K | Sell |
58
-1
| -2% | -$39 | ﹤0.01% | 3663 |
|
|
2025
Q2 | $2.67K | Buy |
59
+9
| +18% | +$359 | ﹤0.01% | 3753 |
|
|
2025
Q1 | $2.08K | Hold |
50
| – | – | ﹤0.01% | 3137 |
|
|
2024
Q4 | $2.55K | Sell |
50
-100
| -67% | -$5.84K | ﹤0.01% | 3010 |
|
|
2024
Q3 | $9.56K | Hold |
150
| – | – | ﹤0.01% | 2446 |
|
|
2024
Q2 | $10.5K | Buy |
150
+100
| +200% | +$6.82K | ﹤0.01% | 2329 |
|
|
2024
Q1 | $3.21K | Hold |
50
| – | – | ﹤0.01% | 2581 |
|
|
2023
Q4 | $3.11K | Hold |
50
| – | – | ﹤0.01% | 2559 |
|
|
2023
Q3 | $2.23K | Hold |
50
| – | – | ﹤0.01% | 2804 |
|
|
2023
Q2 | $2.79K | Hold |
50
| – | – | ﹤0.01% | 2762 |
|
|
2023
Q1 | $3.39K | Hold |
50
| – | – | ﹤0.01% | 2719 |
|
|
2022
Q4 | $3K | Sell |
50
-19
| -28% | -$529 | ﹤0.01% | 4014 |
|
|
2022
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 4126 |
|
|
2022
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 3888 |
|
|
2022
Q1 | $4K | Buy |
69
+19
| +38% | +$751 | ﹤0.01% | 3887 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2793 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2724 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 2550 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 2476 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 2506 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2483 |
|
|
2020
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2392 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2366 |
|
|
2019
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 2381 |
|
|
2019
Q3 | $3K | Buy |
+50
| New | +$2.78K | ﹤0.01% | 2542 |
|
|
2019
Q1 | – | Sell |
-308
| Closed | -$19K | – | 2822 |
|
|
2018
Q4 | $19K | Buy |
308
+208
| +208% | +$13K | ﹤0.01% | 2169 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 3132 |
|
|
2018
Q2 | $6K | Sell |
100
-130
| -57% | -$9.03K | ﹤0.01% | 3164 |
|
|
2018
Q1 | $20K | Hold |
230
| – | – | ﹤0.01% | 2385 |
|
|
2017
Q4 | $20K | Sell |
230
-349
| -60% | -$28.7K | ﹤0.01% | 2421 |
|
|
2017
Q3 | $44K | Buy |
579
+200
| +53% | +$14K | ﹤0.01% | 2065 |
|
|
2017
Q2 | $27K | Buy |
379
+100
| +36% | +$6.82K | ﹤0.01% | 2393 |
|
|
2017
Q1 | $16K | Hold |
279
| – | – | ﹤0.01% | 2641 |
|
|
2016
Q4 | $18K | Buy |
279
+24
| +9% | +$1.48K | ﹤0.01% | 2535 |
|
|
2016
Q3 | $15K | Buy |
255
+100
| +65% | +$5.66K | ﹤0.01% | 2589 |
|
|
2016
Q2 | $9K | Buy |
+155
| New | +$9.73K | ﹤0.01% | 2798 |
|
|
2016
Q1 | – | Sell |
-50
| Closed | -$3K | – | 2839 |
|
|
2015
Q4 | $3K | Buy |
+50
| New | +$2.87K | ﹤0.01% | 3184 |
|
Other funds holding HY
GI
VCM
V
DRZID
IFP Advisors's HY Position: Q1 2026 in Review
IFP Advisors reduced its Hyster-Yale Materials Handling (HY) stake by 7.3% in Q1 2026, selling an estimated $137 and leaving 51 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #4029.
IFP Advisors first reported a position in HY in Q4 2015 and has held it in 39 quarters since. The position peaked at $44K in Q3 2017. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.
- IFP Advisors held 51 shares of Hyster-Yale Materials Handling worth $1.66K as of Q1 2026.
- IFP Advisors sold 4 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $137.
- Hyster-Yale Materials Handling made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4029 holding.
- IFP Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2015 and has held it in 39 quarters since.
- IFP Advisors's Hyster-Yale Materials Handling position peaked at $44K in Q3 2017.
- 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.