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Kestra Advisory Services’s Hyster-Yale Materials Handling HY Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-2,056
Closed -$61.1K – 3695
2025
Q4 		$61.1K Buy
+2,056
New +$67.8K ﹤0.01% 3808

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GI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Kestra Advisory Services's HY Position: Q1 2026 in Review

Kestra Advisory Services sold out of Hyster-Yale Materials Handling (HY) in Q1 2026, closing a stake of 2,056 shares — an estimated $61.1K sold.

Kestra Advisory Services first reported a position in HY in Q4 2025 and held it in 1 quarter. The position peaked at $61.1K in Q4 2025. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Kestra Advisory Services reported no remaining Hyster-Yale Materials Handling position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,056 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $61.1K.
  • Kestra Advisory Services first reported a position in Hyster-Yale Materials Handling in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Hyster-Yale Materials Handling position peaked at $61.1K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.