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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
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 $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Rothschild Investment LLC's HY Position: Q1 2026 in Review

Rothschild Investment LLC increased its Hyster-Yale Materials Handling (HY) stake by 400% in Q1 2026, buying an estimated $275 and bringing the position to 10 shares worth $325. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

Rothschild Investment LLC first reported a position in HY in Q3 2024 and has held it in 7 quarters since. The position peaked at $597 in Q2 2025. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Rothschild Investment LLC held 10 shares of Hyster-Yale Materials Handling worth $325 as of Q1 2026.
  • Rothschild Investment LLC bought 8 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $275.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3217 holding.
  • Rothschild Investment LLC first reported a position in Hyster-Yale Materials Handling in Q3 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Hyster-Yale Materials Handling position peaked at $597 in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.