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True Wealth Design’s Hyster-Yale Materials Handling HY Stock Holding History

True Wealth Design’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
Q3 		$126 Sell
4
-11
-73% -$370 ﹤0.01% 2414
2026
Q2 		$526 Buy
+15
New +$545 ﹤0.01% 2192
2025
Q4 		– Sell
-2
Closed -$74 – 2681
2025
Q3 		$74 Hold
2
– – ﹤0.01% 2512
2025
Q2 		$80 Buy
+2
New +$80 ﹤0.01% 2294

Other funds holding HY

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's HY Position: Q3 2026 in Review

True Wealth Design reduced its Hyster-Yale Materials Handling (HY) stake by 73% in Q3 2026, selling an estimated $370 and leaving 4 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

True Wealth Design first reported a position in HY in Q2 2025 and has held it in 4 quarters since. The position peaked at $526 in Q2 2026. 9 funds tracked by Wall St. Rank hold HY as of Q3 2026.

  • True Wealth Design held 4 shares of Hyster-Yale Materials Handling worth $126 as of Q3 2026.
  • True Wealth Design sold 11 Hyster-Yale Materials Handling shares in Q3 2026, an estimated $370.
  • Hyster-Yale Materials Handling made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2414 holding.
  • True Wealth Design first reported a position in Hyster-Yale Materials Handling in Q2 2025 and has held it in 4 quarters since.
  • True Wealth Design's Hyster-Yale Materials Handling position peaked at $526 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.