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HY icon

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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's HY Position: Q2 2026 in Review

True Wealth Design opened a new position in Hyster-Yale Materials Handling (HY) in Q2 2026: 15 shares worth $526. The stake represents ﹤0.01% of the portfolio and ranks #2192 among its holdings. This is a return to the name: True Wealth Design previously reported a position in HY as recently as Q3 2025.

True Wealth Design first reported a position in HY in Q2 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • True Wealth Design held 15 shares of Hyster-Yale Materials Handling worth $526 as of Q2 2026.
  • Hyster-Yale Materials Handling was a new True Wealth Design position in Q2 2026.
  • Hyster-Yale Materials Handling made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2192 holding.
  • True Wealth Design first reported a position in Hyster-Yale Materials Handling in Q2 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.