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Investors Portfolio Services’s Hyster-Yale Materials Handling HY Stock Holding History

Investors Portfolio Services’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
-9
Closed -$324 – 735
2026
Q1 		$324 Buy
+9
New +$309 ﹤0.01% 618

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 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 $3.37T AUM 44.26% 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

Investors Portfolio Services's HY Position: Q2 2026 in Review

Investors Portfolio Services sold out of Hyster-Yale Materials Handling (HY) in Q2 2026, closing a stake of 9 shares — an estimated $324 sold.

Investors Portfolio Services first reported a position in HY in Q1 2026 and held it in 1 quarter. The position peaked at $324 in Q1 2026. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Investors Portfolio Services reported no remaining Hyster-Yale Materials Handling position as of Q2 2026 after selling out during the quarter.
  • Investors Portfolio Services sold 9 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $324.
  • Investors Portfolio Services first reported a position in Hyster-Yale Materials Handling in Q1 2026 and held it in 1 quarter.
  • Investors Portfolio Services's Hyster-Yale Materials Handling position peaked at $324 in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.