Integrated Wealth Concepts’s Hyster-Yale Materials Handling HY Stock Holding History

Integrated Wealth Concepts’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	$15.2K	Buy	+432	New	+$15.7K	﹤0.01%	4293

Other funds holding HY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Integrated Wealth Concepts's HY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Hyster-Yale Materials Handling (HY) in Q2 2026: 432 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #4293 among its holdings.

152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

Integrated Wealth Concepts held 432 shares of Hyster-Yale Materials Handling worth $15.2K as of Q2 2026.
Hyster-Yale Materials Handling was a new Integrated Wealth Concepts position in Q2 2026.
Hyster-Yale Materials Handling made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4293 holding.
152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.