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
2021 Q1	–	Sell	-55,100	Closed	-$2.02M	–	1788
2020 Q4	$2.02M	Sell	55,100 -18,900	-26%	-$648K	0.01%	868
2020 Q3	$1.82M	Sell	74,000 -7,900	-10%	-$213K	0.01%	845
2020 Q2	$1.95M	Sell	81,900 -1,900	-2%	-$41.3K	0.01%	717
2020 Q1	$1.59M	Sell	83,800 -10,600	-11%	-$321K	0.03%	584
2019 Q4	$3.51M	Buy	94,400 +16,700	+21%	+$622K	0.02%	677
2019 Q3	$2.79M	Sell	77,700 -12,500	-14%	-$429K	0.02%	629
2019 Q2	$3.23M	Buy	90,200 +48,500	+116%	+$1.76M	0.02%	598
2019 Q1	$1.49M	Buy	41,700 +16,700	+67%	+$608K	0.01%	700
2018 Q4	$853K	Buy	25,000 +12,300	+97%	+$482K	0.01%	664
2018 Q3	$575K	Buy	+12,700	New	+$551K	0.01%	755

Other funds holding HOG

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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.