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Shufro Rose & Co’s Hyster-Yale Materials Handling HY Stock Holding History

Shufro Rose & Co’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 		$456K Hold
13,000
– – 0.03% 197
2026
Q1 		$423K Buy
+13,000
New +$446K 0.03% 199
2025
Q4 		– Sell
-10,340
Closed -$387K – 322
2025
Q3 		$387K Buy
+10,340
New +$403K 0.03% 208
2025
Q2 		– Sell
-10,340
Closed -$430K – 313
2025
Q1 		$430K Buy
10,340
+1,340
+15% +$66.6K 0.03% 197
2024
Q4 		$874K Buy
+9,000
New +$526K 0.07% 124

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 $3.37T AUM 44.26% 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

Shufro Rose & Co's HY Position: Q2 2026 in Review

Shufro Rose & Co held its Hyster-Yale Materials Handling (HY) position steady in Q2 2026 at 13,000 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #197.

Shufro Rose & Co first reported a position in HY in Q4 2024 and has held it in 5 quarters since. The position peaked at $874K in Q4 2024. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Shufro Rose & Co held 13,000 shares of Hyster-Yale Materials Handling worth $456K as of Q2 2026.
  • Shufro Rose & Co left its Hyster-Yale Materials Handling share count unchanged in Q2 2026.
  • Hyster-Yale Materials Handling made up 0.03% of Shufro Rose & Co's portfolio in Q2 2026, its #197 holding.
  • Shufro Rose & Co first reported a position in Hyster-Yale Materials Handling in Q4 2024 and has held it in 5 quarters since.
  • Shufro Rose & Co's Hyster-Yale Materials Handling position peaked at $874K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.