Y-Intercept (HK)’s Hyster-Yale Materials Handling HY Stock Holding History

Y-Intercept (HK)’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	$366K	Buy	+10,436	New	+$379K	0.01%	1409
2025 Q4	–	Sell	-7,445	Closed	-$274K	–	1741
2025 Q3	$274K	Sell	7,445 -17,216	-70%	-$672K	0.01%	1404
2025 Q2	$981K	Buy	+24,661	New	+$983K	0.02%	945
2024 Q2	–	Sell	-3,998	Closed	-$257K	–	1610
2024 Q1	$257K	Buy	+3,998	New	+$257K	0.02%	1038

Other funds holding HY

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Y-Intercept (HK)'s HY Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Hyster-Yale Materials Handling (HY) in Q2 2026: 10,436 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #1409 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in HY as recently as Q3 2025.

Y-Intercept (HK) first reported a position in HY in Q1 2024 and has held it in 4 quarters since. The position peaked at $981K in Q2 2025. 27 funds tracked by Wall St. Rank hold HY as of Q2 2026.

Y-Intercept (HK) held 10,436 shares of Hyster-Yale Materials Handling worth $366K as of Q2 2026.
Hyster-Yale Materials Handling was a new Y-Intercept (HK) position in Q2 2026.
Hyster-Yale Materials Handling made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1409 holding.
Y-Intercept (HK) first reported a position in Hyster-Yale Materials Handling in Q1 2024 and has held it in 4 quarters since.
Y-Intercept (HK)'s Hyster-Yale Materials Handling position peaked at $981K in Q2 2025.
27 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.