ORG Wealth Partners’s Hyster-Yale Materials Handling HY Stock Holding History

ORG Wealth Partners’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	$346	Buy	+11	New	+$370	﹤0.01%	2203

Other funds holding HY

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

ValueWorks New York $463M AUM 67.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

ORG Wealth Partners's HY Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Hyster-Yale Materials Handling (HY) in Q3 2026: 11 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #2203 among its holdings.

101 funds tracked by Wall St. Rank hold HY as of Q3 2026.

ORG Wealth Partners held 11 shares of Hyster-Yale Materials Handling worth $346 as of Q3 2026.
Hyster-Yale Materials Handling was a new ORG Wealth Partners position in Q3 2026.
Hyster-Yale Materials Handling made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2203 holding.
101 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.