Larson Financial Group
HY icon

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
2026
Q3 		$692 Buy
22
+21
+2,100% +$706 ﹤0.01% 3507
2026
Q2 		$35 Buy
+1
New +$36 ﹤0.01% 3696
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

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Acadian Asset Management
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Russell Investments Group
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Eurizon Capital SGR SpA
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Isthmus Partners
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Mitsubishi UFJ Asset Management
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PNC Financial Services Group
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OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Larson Financial Group's HY Position: Q3 2026 in Review

Larson Financial Group increased its Hyster-Yale Materials Handling (HY) stake by 2,100% in Q3 2026, buying an estimated $706 and bringing the position to 22 shares worth $692. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Larson Financial Group first reported a position in HY in Q2 2025 and has held it in 4 quarters since. The position peaked at $796 in Q2 2025. 66 funds tracked by Wall St. Rank hold HY as of Q3 2026.

  • Larson Financial Group held 22 shares of Hyster-Yale Materials Handling worth $692 as of Q3 2026.
  • Larson Financial Group bought 21 Hyster-Yale Materials Handling shares in Q3 2026, an estimated $706.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3507 holding.
  • Larson Financial Group first reported a position in Hyster-Yale Materials Handling in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Hyster-Yale Materials Handling position peaked at $796 in Q2 2025.
  • 66 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.