Capstone Investment Advisors
HOG icon

Capstone Investment Advisors’s Harley-Davidson HOG Stock Holding History

Capstone Investment Advisors’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
Q2 		$302K Buy
+12,332
New +$296K ﹤0.01% 1454
2024
Q3 		– Sell
-12,541
Closed -$421K – 2046
2024
Q2 		$421K Sell
12,541
-5,038
-29% -$183K ﹤0.01% 1399
2024
Q1 		$769K Buy
17,579
+8,203
+87% +$303K ﹤0.01% 1300
2023
Q4 		$345K Buy
+9,376
New +$289K ﹤0.01% 1534
2021
Q1 		– Sell
-2,330
Closed -$86K – 1787
2020
Q4 		$86K Sell
2,330
-48,444
-95% -$1.66M ﹤0.01% 1580
2020
Q3 		$1.25M Buy
50,774
+1,753
+4% +$47.2K 0.01% 956
2020
Q2 		$1.17M Buy
49,021
+3,680
+8% +$80K 0.01% 875
2020
Q1 		$858K Buy
45,341
+24,015
+113% +$727K 0.01% 756
2019
Q4 		$793K Buy
21,326
+3,589
+20% +$134K ﹤0.01% 1048
2019
Q3 		$638K Sell
17,737
-1,922
-10% -$65.9K ﹤0.01% 1034
2019
Q2 		$704K Buy
19,659
+5,348
+37% +$194K 0.01% 1044
2019
Q1 		$510K Buy
14,311
+7,463
+109% +$272K ﹤0.01% 997
2018
Q4 		$234K Buy
6,848
+3,795
+124% +$149K ﹤0.01% 999
2018
Q3 		$138K Buy
+3,053
New +$133K ﹤0.01% 1084
2017
Q3 		– Sell
-52,798
Closed -$2.85M – 633
2017
Q2 		$2.85M Buy
+52,798
New +$2.94M 0.08% 208
2017
Q1 		– Sell
-14,601
Closed -$851K – 981
2016
Q4 		$851K Buy
+14,601
New +$833K 0.03% 465

Other funds holding HOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
F
FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's HOG Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Harley-Davidson (HOG) in Q2 2026: 12,332 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #1454 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in HOG as recently as Q2 2024.

Capstone Investment Advisors first reported a position in HOG in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.85M in Q2 2017. 440 funds tracked by Wall St. Rank hold HOG as of Q2 2026.

  • Capstone Investment Advisors held 12,332 shares of Harley-Davidson worth $302K as of Q2 2026.
  • Harley-Davidson was a new Capstone Investment Advisors position in Q2 2026.
  • Harley-Davidson made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1454 holding.
  • Capstone Investment Advisors first reported a position in Harley-Davidson in Q4 2016 and has held it in 16 quarters since.
  • Capstone Investment Advisors's Harley-Davidson position peaked at $2.85M in Q2 2017.
  • 440 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.