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Transamerica Financial Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-17
Closed -$627 – 1867
2025
Q3 		$627 Buy
+17
New +$663 ﹤0.01% 1258

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Transamerica Financial Advisors's HY Position: Q4 2025 in Review

Transamerica Financial Advisors sold out of Hyster-Yale Materials Handling (HY) in Q4 2025, closing a stake of 17 shares — an estimated $627 sold.

Transamerica Financial Advisors first reported a position in HY in Q3 2025 and held it in 1 quarter. The position peaked at $627 in Q3 2025. 143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

  • Transamerica Financial Advisors reported no remaining Hyster-Yale Materials Handling position as of Q4 2025 after selling out during the quarter.
  • Transamerica Financial Advisors sold 17 Hyster-Yale Materials Handling shares in Q4 2025, an estimated $627.
  • Transamerica Financial Advisors first reported a position in Hyster-Yale Materials Handling in Q3 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's Hyster-Yale Materials Handling position peaked at $627 in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on Transamerica Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.