Isthmus Partners’s Hyster-Yale Materials Handling HY Stock Holding History

Isthmus Partners’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	$2.22M	Buy	63,197 +2,970	+5%	+$108K	0.21%	108
2026 Q1	$1.96M	Buy	60,227 +2,784	+5%	+$95.6K	0.21%	108
2025 Q4	$1.71M	Buy	57,443 +2,596	+5%	+$85.6K	0.19%	106
2025 Q3	$2.02M	Buy	54,847 +5,659	+12%	+$221K	0.45%	54
2025 Q2	$1.96M	Buy	49,188 +1,514	+3%	+$60.3K	0.23%	93
2025 Q1	$1.98M	Buy	47,674 +490	+1%	+$24.4K	0.25%	86
2024 Q4	$2.4M	Buy	47,184 +238	+0.5%	+$13.9K	0.29%	87
2024 Q3	$2.99M	Sell	46,946 -10,360	-18%	-$676K	0.36%	75
2024 Q2	$4M	Sell	57,306 -651	-1%	-$44.4K	0.47%	60
2024 Q1	$3.72M	Buy	57,957 +14,510	+33%	+$931K	0.42%	67
2023 Q4	$2.7M	Buy	43,447 +1,909	+5%	+$90.9K	0.35%	62
2023 Q3	$1.85M	Buy	41,538 +648	+2%	+$30K	0.27%	80
2023 Q2	$2.28M	Sell	40,890 -944	-2%	-$48.3K	0.31%	70
2023 Q1	$2.09M	Buy	41,834 +3,664	+10%	+$134K	0.29%	70
2022 Q4	$966K	Buy	38,170 +1,919	+5%	+$53.4K	0.15%	113
2022 Q3	$780K	Buy	36,251 +3,977	+12%	+$124K	0.13%	112
2022 Q2	$1.04M	Buy	32,274 +3,897	+14%	+$133K	0.19%	103
2022 Q1	$942K	Buy	28,377 +4,442	+19%	+$176K	0.15%	112
2021 Q4	$984K	Buy	23,935 +1,085	+5%	+$47.4K	0.17%	109
2021 Q3	$1.15M	Buy	22,850 +1,219	+6%	+$74.9K	0.21%	102
2021 Q2	$1.58M	Buy	21,631 +265	+1%	+$20.6K	0.28%	82
2021 Q1	$1.86M	Sell	21,366 -653	-3%	-$57.1K	0.34%	63
2020 Q4	$1.31M	Sell	22,019 -235	-1%	-$11.9K	0.27%	86
2020 Q3	$827K	Buy	22,254 +1,401	+7%	+$55.2K	0.19%	101
2020 Q2	$806K	Buy	20,853 +3,040	+17%	+$113K	0.2%	97
2020 Q1	$714K	Sell	17,813 -1,608	-8%	-$81K	0.22%	84
2019 Q4	$1.15M	Buy	19,421 +306	+2%	+$17K	0.26%	84
2019 Q3	$1.05M	Buy	19,115 +1,085	+6%	+$60.3K	0.25%	88
2019 Q2	$996K	Sell	18,030 -177,303	-91%	-$9.89M	0.24%	87
2019 Q1	$8.74M	Buy	195,333 +179,066	+1,101%	+$12.1M	2.13%	9
2018 Q4	$1.01M	Buy	16,267 +3,902	+32%	+$243K	0.3%	70
2018 Q3	$761K	Buy	+12,365	New	+$781K	0.19%	96

Other funds holding HY

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Isthmus Partners's HY Position: Q2 2026 in Review

Isthmus Partners increased its Hyster-Yale Materials Handling (HY) stake by 4.9% in Q2 2026, buying an estimated $108K and bringing the position to 63,197 shares worth $2.22M. The position accounts for 0.21% of the portfolio, ranked #108.

Isthmus Partners first reported a position in HY in Q3 2018 and has held it in 32 quarters since. The position peaked at $8.74M in Q1 2019. 13 funds tracked by Wall St. Rank hold HY as of Q2 2026.

Isthmus Partners held 63,197 shares of Hyster-Yale Materials Handling worth $2.22M as of Q2 2026.
Isthmus Partners bought 2,970 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $108K.
Hyster-Yale Materials Handling made up 0.21% of Isthmus Partners's portfolio in Q2 2026, its #108 holding.
Isthmus Partners first reported a position in Hyster-Yale Materials Handling in Q3 2018 and has held it in 32 quarters since.
Isthmus Partners's Hyster-Yale Materials Handling position peaked at $8.74M in Q1 2019.
13 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.