Root Financial Partners
HY icon

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

Root Financial 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 		$2.83K Buy
+90
New +$3.03K ﹤0.01% 2478
2026
Q2 		– Sell
-14
Closed -$455 – 1672
2026
Q1 		$455 Buy
+14
New +$481 ﹤0.01% 2898

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Y-Intercept (HK)
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Creative Planning
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Root Financial Partners's HY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hyster-Yale Materials Handling (HY) in Q3 2026: 90 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #2478 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HY as recently as Q1 2026.

Root Financial Partners first reported a position in HY in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold HY as of Q3 2026.

  • Root Financial Partners held 90 shares of Hyster-Yale Materials Handling worth $2.83K as of Q3 2026.
  • Hyster-Yale Materials Handling was a new Root Financial Partners position in Q3 2026.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2478 holding.
  • Root Financial Partners first reported a position in Hyster-Yale Materials Handling in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.