LPL Financial
HY icon

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

LPL Financial’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
-5,617
Closed -$207K – 5957
2025
Q3 		$207K Sell
5,617
-295
-5% -$11.5K ﹤0.01% 5326
2025
Q2 		$235K Buy
5,912
+263
+5% +$10.5K ﹤0.01% 4965
2025
Q1 		$235K Sell
5,649
-4,145
-42% -$206K ﹤0.01% 4748
2024
Q4 		$499K Buy
9,794
+1,346
+16% +$78.7K ﹤0.01% 4091
2024
Q3 		$539K Buy
8,448
+42
+0.5% +$2.74K ﹤0.01% 3930
2024
Q2 		$586K Sell
8,406
-1,959
-19% -$134K ﹤0.01% 3732
2024
Q1 		$665K Buy
10,365
+485
+5% +$31.1K ﹤0.01% 3537
2023
Q4 		$614K Buy
9,880
+1
+0% +$48 ﹤0.01% 3503
2023
Q3 		$440K Hold
9,879
– – ﹤0.01% 3593
2023
Q2 		$552K Sell
9,879
-1,362
-12% -$69.7K ﹤0.01% 3354
2023
Q1 		$561K Buy
+11,241
New +$412K ﹤0.01% 3229
2021
Q4 		– Sell
-4,549
Closed -$229K – 4394
2021
Q3 		$229K Sell
4,549
-174
-4% -$10.7K ﹤0.01% 3859
2021
Q2 		$345K Sell
4,723
-16
-0.3% -$1.24K ﹤0.01% 3477
2021
Q1 		$413K Sell
4,739
-4,085
-46% -$357K ﹤0.01% 3196
2020
Q4 		$525K Buy
+8,824
New +$445K ﹤0.01% 2712

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

LPL Financial's HY Position: Q4 2025 in Review

LPL Financial sold out of Hyster-Yale Materials Handling (HY) in Q4 2025, closing a stake of 5,617 shares — an estimated $207K sold.

LPL Financial first reported a position in HY in Q4 2020 and held it in 15 quarters. The position peaked at $665K in Q1 2024. 143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

  • LPL Financial reported no remaining Hyster-Yale Materials Handling position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 5,617 Hyster-Yale Materials Handling shares in Q4 2025, an estimated $207K.
  • LPL Financial first reported a position in Hyster-Yale Materials Handling in Q4 2020 and held it in 15 quarters.
  • LPL Financial's Hyster-Yale Materials Handling position peaked at $665K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.