WIM
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Westside Investment Management’s Hyster-Yale Materials Handling HY Stock Holding History

Westside Investment Management’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 		$14K Hold
400
– – ﹤0.01% 1029
2026
Q1 		$13K Buy
+400
New +$13.7K ﹤0.01% 1040

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

Westside Investment Management's HY Position: Q2 2026 in Review

Westside Investment Management held its Hyster-Yale Materials Handling (HY) position steady in Q2 2026 at 400 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Westside Investment Management first reported a position in HY in Q1 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Westside Investment Management held 400 shares of Hyster-Yale Materials Handling worth $14K as of Q2 2026.
  • Westside Investment Management left its Hyster-Yale Materials Handling share count unchanged in Q2 2026.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1029 holding.
  • Westside Investment Management first reported a position in Hyster-Yale Materials Handling in Q1 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.