Osaic Holdings
HY icon

Osaic Holdings’s Hyster-Yale Materials Handling HY Stock Holding History

Osaic Holdings’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 		$133K Sell
3,797
-6,030
-61% -$219K ﹤0.01% 4728
2026
Q1 		$319K Sell
9,827
-602
-6% -$20.7K ﹤0.01% 3768
2025
Q4 		$310K Buy
10,429
+9,768
+1,478% +$322K ﹤0.01% 3783
2025
Q3 		$24.8K Sell
661
-2
-0.3% -$78 ﹤0.01% 5790
2025
Q2 		$26.5K Sell
663
-5,233
-89% -$208K ﹤0.01% 5502
2025
Q1 		$245K Sell
5,896
-114
-2% -$5.67K ﹤0.01% 3469
2024
Q4 		$306K Buy
6,010
+1,418
+31% +$82.9K ﹤0.01% 3215
2024
Q3 		$293K Sell
4,592
-69
-1% -$4.5K ﹤0.01% 3331
2024
Q2 		$325K Buy
4,661
+92
+2% +$6.28K ﹤0.01% 3134
2024
Q1 		$293K Sell
4,569
-1,266
-22% -$81.2K ﹤0.01% 3358
2023
Q4 		$363K Hold
5,835
– – ﹤0.01% 3426
2023
Q3 		$260K Buy
5,835
+5,002
+600% +$231K ﹤0.01% 3802
2023
Q2 		$46.6K Buy
833
+1
+0.1% +$51 ﹤0.01% 4985
2023
Q1 		$41.5K Buy
832
+86
+12% +$3.15K ﹤0.01% 5077
2022
Q4 		$19K Sell
746
-51
-6% -$1.42K ﹤0.01% 5601
2022
Q3 		$17K Buy
797
+7
+0.9% +$218 ﹤0.01% 5698
2022
Q2 		$26K Buy
790
+5
+0.6% +$170 ﹤0.01% 5428
2022
Q1 		$26K Buy
785
+700
+824% +$27.7K ﹤0.01% 5523
2021
Q4 		$3K Hold
85
– – ﹤0.01% 6879
2021
Q3 		$4K Sell
85
-54
-39% -$3.32K ﹤0.01% 6628
2021
Q2 		$10K Buy
139
+79
+132% +$6.13K ﹤0.01% 6060
2021
Q1 		$5K Hold
60
– – ﹤0.01% 6149
2020
Q4 		$4K Hold
60
– – ﹤0.01% 5849
2020
Q3 		$2K Sell
60
-1,000
-94% -$39.4K ﹤0.01% 5862
2020
Q2 		$41K Hold
1,060
– – ﹤0.01% 4330
2020
Q1 		$42K Buy
+1,060
New +$53.4K ﹤0.01% 4094

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

Osaic Holdings's HY Position: Q2 2026 in Review

Osaic Holdings reduced its Hyster-Yale Materials Handling (HY) stake by 61% in Q2 2026, selling an estimated $219K and leaving 3,797 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #4728.

Osaic Holdings first reported a position in HY in Q1 2020 and has held it in 26 quarters since. The position peaked at $363K in Q4 2023. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Osaic Holdings held 3,797 shares of Hyster-Yale Materials Handling worth $133K as of Q2 2026.
  • Osaic Holdings sold 6,030 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $219K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4728 holding.
  • Osaic Holdings first reported a position in Hyster-Yale Materials Handling in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Hyster-Yale Materials Handling position peaked at $363K in Q4 2023.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.