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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
Q2 		– Sell
-14
Closed -$455 – 1672
2026
Q1 		$455 Buy
+14
New +$481 ﹤0.01% 2898

Other funds holding HY

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Root Financial Partners's HY Position: Q2 2026 in Review

Root Financial Partners sold out of Hyster-Yale Materials Handling (HY) in Q2 2026, closing a stake of 14 shares — an estimated $455 sold.

Root Financial Partners first reported a position in HY in Q1 2026 and held it in 1 quarter. The position peaked at $455 in Q1 2026. 26 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Root Financial Partners reported no remaining Hyster-Yale Materials Handling position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 14 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $455.
  • Root Financial Partners first reported a position in Hyster-Yale Materials Handling in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Hyster-Yale Materials Handling position peaked at $455 in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.