SageView Advisory Group’s Hyster-Yale Materials Handling HY Stock Holding History

SageView Advisory Group’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
2025 Q4	$23.8K	Buy	+800	New	+$26.4K	﹤0.01%	1379

Other funds holding HY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SageView Advisory Group's HY Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Hyster-Yale Materials Handling (HY) in Q4 2025: 800 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

SageView Advisory Group held 800 shares of Hyster-Yale Materials Handling worth $23.8K as of Q4 2025.
Hyster-Yale Materials Handling was a new SageView Advisory Group position in Q4 2025.
Hyster-Yale Materials Handling made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1379 holding.
143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.