WhitTier Trust Company’s Hyster-Yale Materials Handling HY Stock Holding History

WhitTier Trust Company’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	$4.75K	Hold	150	–	–	﹤0.01%	1178
2026 Q1	$4.92K	Buy	+150	New	+$5.15K	﹤0.01%	1150
2017 Q4	–	Sell	-200	Closed	-$15K	–	998
2017 Q3	$15K	Hold	200	–	–	﹤0.01%	740
2017 Q2	$14K	Hold	200	–	–	﹤0.01%	732
2017 Q1	$11K	Hold	200	–	–	﹤0.01%	756
2016 Q4	$13K	Hold	200	–	–	﹤0.01%	736
2016 Q3	$12K	Hold	200	–	–	﹤0.01%	746
2016 Q2	$12K	Hold	200	–	–	﹤0.01%	754
2016 Q1	$13K	Hold	200	–	–	﹤0.01%	743
2015 Q4	$10K	Buy	+200	New	+$11.5K	﹤0.01%	765

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

WhitTier Trust Company's HY Position: Q2 2026 in Review

WhitTier Trust Company held its Hyster-Yale Materials Handling (HY) position steady in Q2 2026 at 150 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

WhitTier Trust Company first reported a position in HY in Q4 2015 and has held it in 10 quarters since. The position peaked at $15K in Q3 2017. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

WhitTier Trust Company held 150 shares of Hyster-Yale Materials Handling worth $4.75K as of Q2 2026.
WhitTier Trust Company left its Hyster-Yale Materials Handling share count unchanged in Q2 2026.
Hyster-Yale Materials Handling made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1178 holding.
WhitTier Trust Company first reported a position in Hyster-Yale Materials Handling in Q4 2015 and has held it in 10 quarters since.
WhitTier Trust Company's Hyster-Yale Materials Handling position peaked at $15K in Q3 2017.
152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.