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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
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

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

Larson Financial Group's HY Position: Q2 2026 in Review

Larson Financial Group opened a new position in Hyster-Yale Materials Handling (HY) in Q2 2026: 1 share worth $35. The stake represents ﹤0.01% of the portfolio and ranks #3696 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in HY as recently as Q3 2025.

Larson Financial Group first reported a position in HY in Q2 2025 and has held it in 3 quarters since. The position peaked at $796 in Q2 2025. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Larson Financial Group held 1 share of Hyster-Yale Materials Handling worth $35 as of Q2 2026.
  • Hyster-Yale Materials Handling was a new Larson Financial Group position in Q2 2026.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3696 holding.
  • Larson Financial Group first reported a position in Hyster-Yale Materials Handling in Q2 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Hyster-Yale Materials Handling position peaked at $796 in Q2 2025.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.