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

Zacks 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	$301K	Sell	8,585 -6	-0.1%	-$218	﹤0.01%	588
2026 Q1	$279K	Sell	8,591 -7	-0.1%	-$240	﹤0.01%	599
2025 Q4	$255K	Hold	8,598	–	–	﹤0.01%	617
2025 Q3	$317K	Hold	8,598	–	–	﹤0.01%	562
2025 Q2	$342K	Buy	+8,598	New	+$343K	﹤0.01%	534
2024 Q4	–	Sell	-32,063	Closed	-$2.04M	–	723
2024 Q3	$2.04M	Buy	32,063 +17,347	+118%	+$1.13M	0.02%	342
2024 Q2	$1.03M	Buy	+14,716	New	+$1M	0.01%	366
2017 Q3	–	Sell	-12,671	Closed	-$890K	–	621
2017 Q2	$890K	Buy	+12,671	New	+$863K	0.02%	394
2013 Q4	–	Sell	-15,618	Closed	-$1.4M	–	702
2013 Q3	$1.4M	Buy	15,618 +11,691	+298%	+$896K	0.06%	196
2013 Q2	$247K	Buy	+3,927	New	+$231K	0.01%	529

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

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

Zacks Investment Management reduced its Hyster-Yale Materials Handling (HY) stake by 0.07% in Q2 2026, selling an estimated $218 and leaving 8,585 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Zacks Investment Management first reported a position in HY in Q2 2013 and has held it in 10 quarters since. The position peaked at $2.04M in Q3 2024. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

Zacks Investment Management held 8,585 shares of Hyster-Yale Materials Handling worth $301K as of Q2 2026.
Zacks Investment Management sold 6 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $218.
Hyster-Yale Materials Handling made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #588 holding.
Zacks Investment Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 10 quarters since.
Zacks Investment Management's Hyster-Yale Materials Handling position peaked at $2.04M in Q3 2024.
151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.