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Larson Financial Group’s Hyster-Yale Materials Handling HY Stock Holding History

Larson Financial Group’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
2025
Q4 		– Sell
-14
Closed -$516 – 3556
2025
Q3 		$516 Sell
14
-6
-30% -$234 ﹤0.01% 3095
2025
Q2 		$796 Buy
+20
New +$797 ﹤0.01% 2720

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Larson Financial Group's HY Position: Q4 2025 in Review

Larson Financial Group sold out of Hyster-Yale Materials Handling (HY) in Q4 2025, closing a stake of 14 shares — an estimated $516 sold.

Larson Financial Group first reported a position in HY in Q2 2025 and held it in 2 quarters. The position peaked at $796 in Q2 2025. 143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

  • Larson Financial Group reported no remaining Hyster-Yale Materials Handling position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 14 Hyster-Yale Materials Handling shares in Q4 2025, an estimated $516.
  • Larson Financial Group first reported a position in Hyster-Yale Materials Handling in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's Hyster-Yale Materials Handling position peaked at $796 in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.