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NewEdge Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

NewEdge Advisors’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 		$50.1K Buy
1,428
+6
+0.4% +$218 ﹤0.01% 3125
2026
Q1 		$46.2K Buy
1,422
+24
+2% +$824 ﹤0.01% 2953
2025
Q4 		$41.5K Buy
1,398
+162
+13% +$5.34K ﹤0.01% 3008
2025
Q3 		$45.6K Buy
1,236
+235
+23% +$9.17K ﹤0.01% 2855
2025
Q2 		$39.8K Buy
1,001
+109
+12% +$4.34K ﹤0.01% 2733
2025
Q1 		$37.1K Buy
892
+3
+0.3% +$149 ﹤0.01% 2653
2024
Q4 		$45.3K Buy
889
+3
+0.3% +$175 ﹤0.01% 2552
2024
Q3 		$56.5K Buy
886
+2
+0.2% +$130 ﹤0.01% 2394
2024
Q2 		$61.6K Sell
884
-18
-2% -$1.23K ﹤0.01% 2282
2024
Q1 		$57.9K Buy
902
+2
+0.2% +$128 ﹤0.01% 2260
2023
Q4 		$56K Buy
900
+2
+0.2% +$95 ﹤0.01% 2191
2023
Q3 		$40K Buy
898
+4
+0.4% +$185 ﹤0.01% 2157
2023
Q2 		$49.9K Buy
894
+11
+1% +$563 ﹤0.01% 2087
2023
Q1 		$44K Buy
883
+209
+31% +$7.66K ﹤0.01% 2050
2022
Q4 		$17 Buy
+674
New +$18.8K ﹤0.01% 3626

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

NewEdge Advisors's HY Position: Q2 2026 in Review

NewEdge Advisors increased its Hyster-Yale Materials Handling (HY) stake by 0.42% in Q2 2026, buying an estimated $218 and bringing the position to 1,428 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

NewEdge Advisors first reported a position in HY in Q4 2022 and has held it in 15 quarters since. The position peaked at $61.6K in Q2 2024. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • NewEdge Advisors held 1,428 shares of Hyster-Yale Materials Handling worth $50.1K as of Q2 2026.
  • NewEdge Advisors bought 6 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $218.
  • Hyster-Yale Materials Handling made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3125 holding.
  • NewEdge Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Hyster-Yale Materials Handling position peaked at $61.6K in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.