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Centricity Wealth Management’s Harley-Davidson HOG Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$2.36K Hold
100
– – ﹤0.01% 408
2025
Q1 		$2.52K Hold
100
– – ﹤0.01% 409
2024
Q4 		$3.01K Buy
+100
New +$3.31K ﹤0.01% 408

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Centricity Wealth Management's HOG Position: Q2 2025 in Review

Centricity Wealth Management held its Harley-Davidson (HOG) position steady in Q2 2025 at 100 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Centricity Wealth Management first reported a position in HOG in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.01K in Q4 2024. 396 funds tracked by Wall St. Rank hold HOG as of Q2 2025.

  • Centricity Wealth Management held 100 shares of Harley-Davidson worth $2.36K as of Q2 2025.
  • Centricity Wealth Management left its Harley-Davidson share count unchanged in Q2 2025.
  • Harley-Davidson made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #408 holding.
  • Centricity Wealth Management first reported a position in Harley-Davidson in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Harley-Davidson position peaked at $3.01K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.