Truvestments Capital’s Hyster-Yale Materials Handling HY Stock Holding History

Truvestments Capital’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	$1.02M	Sell	29,049 -2,497	-8%	-$90.7K	0.15%	144
2026 Q1	$1.03M	Sell	31,546 -34,626	-52%	-$1.19M	0.19%	137
2025 Q4	$1.97M	Sell	66,172 -2,608	-4%	-$86K	0.36%	78
2025 Q3	$2.54M	Sell	68,780 -9,174	-12%	-$358K	0.46%	68
2025 Q2	$3.1M	Buy	77,954 +36	+0%	+$1.43K	0.62%	51
2025 Q1	$3.24M	Buy	77,918 +36,786	+89%	+$1.83M	0.7%	49
2024 Q4	$2.09M	Buy	41,132 +3,680	+10%	+$215K	0.54%	60
2024 Q3	$2.39M	Buy	37,452 +6,002	+19%	+$392K	0.64%	61
2024 Q2	$2.19M	Buy	31,450 +3,699	+13%	+$252K	0.87%	50
2024 Q1	$1.78M	Buy	+27,751	New	+$1.78M	0.69%	57

Other funds holding HY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Truvestments Capital's HY Position: Q2 2026 in Review

Truvestments Capital reduced its Hyster-Yale Materials Handling (HY) stake by 7.9% in Q2 2026, selling an estimated $90.7K and leaving 29,049 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #144.

Truvestments Capital first reported a position in HY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.24M in Q1 2025. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

Truvestments Capital held 29,049 shares of Hyster-Yale Materials Handling worth $1.02M as of Q2 2026.
Truvestments Capital sold 2,497 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $90.7K.
Hyster-Yale Materials Handling made up 0.15% of Truvestments Capital's portfolio in Q2 2026, its #144 holding.
Truvestments Capital first reported a position in Hyster-Yale Materials Handling in Q1 2024 and has held it in 10 quarters since.
Truvestments Capital's Hyster-Yale Materials Handling position peaked at $3.24M in Q1 2025.
152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.