AO
HOG icon

Advisor OS’s Harley-Davidson HOG Stock Holding History

Advisor OS’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,991
Closed -$266K – 601
2025
Q4 		$266K Sell
12,991
-1,530
-11% -$37.6K 0.02% 407
2025
Q3 		$405K Sell
14,521
-380
-3% -$10.2K 0.04% 297
2025
Q2 		$352K Sell
14,901
-395
-3% -$9.38K 0.03% 320
2025
Q1 		$386K Buy
15,296
+3,308
+28% +$88.5K 0.04% 271
2024
Q4 		$361K Buy
+11,988
New +$397K 0.04% 283

Other funds holding HOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor OS's HOG Position: Q1 2026 in Review

Advisor OS sold out of Harley-Davidson (HOG) in Q1 2026, closing a stake of 12,991 shares — an estimated $266K sold.

Advisor OS first reported a position in HOG in Q4 2024 and held it in 5 quarters. The position peaked at $405K in Q3 2025. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Advisor OS reported no remaining Harley-Davidson position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 12,991 Harley-Davidson shares in Q1 2026, an estimated $266K.
  • Advisor OS first reported a position in Harley-Davidson in Q4 2024 and held it in 5 quarters.
  • Advisor OS's Harley-Davidson position peaked at $405K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.