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Rothschild Investment LLC’s Hyster-Yale Materials Handling HY Stock Holding History

Rothschild Investment LLC’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 		$877 Buy
25
+15
+150% +$545 ﹤0.01% 3097
2026
Q1 		$325 Buy
10
+8
+400% +$275 ﹤0.01% 3217
2025
Q4 		$59 Sell
2
-8
-80% -$264 ﹤0.01% 3255
2025
Q3 		$369 Sell
10
-5
-33% -$195 ﹤0.01% 2893
2025
Q2 		$597 Buy
15
+5
+50% +$199 ﹤0.01% 2681
2025
Q1 		$415 Buy
10
+5
+100% +$249 ﹤0.01% 2679
2024
Q4 		$255 Hold
5
– – ﹤0.01% 2737
2024
Q3 		$319 Buy
+5
New +$326 ﹤0.01% 2599

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's HY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Hyster-Yale Materials Handling (HY) stake by 150% in Q2 2026, buying an estimated $545 and bringing the position to 25 shares worth $877. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

Rothschild Investment LLC first reported a position in HY in Q3 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Rothschild Investment LLC held 25 shares of Hyster-Yale Materials Handling worth $877 as of Q2 2026.
  • Rothschild Investment LLC bought 15 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $545.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3097 holding.
  • Rothschild Investment LLC first reported a position in Hyster-Yale Materials Handling in Q3 2024 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.