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Clearstead Trust’s Harley-Davidson HOG Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-153
Closed -$4.27K – 1240
2025
Q3 		$4.27K Sell
153
-251
-62% -$6.74K ﹤0.01% 797
2025
Q2 		$9.54K Buy
404
+307
+316% +$7.29K ﹤0.01% 602
2025
Q1 		$2.45K Buy
+97
New +$2.6K ﹤0.01% 740

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

Clearstead Trust's HOG Position: Q4 2025 in Review

Clearstead Trust sold out of Harley-Davidson (HOG) in Q4 2025, closing a stake of 153 shares — an estimated $4.27K sold.

Clearstead Trust first reported a position in HOG in Q1 2025 and held it in 3 quarters. The position peaked at $9.54K in Q2 2025. 386 funds tracked by Wall St. Rank hold HOG as of Q4 2025.

  • Clearstead Trust reported no remaining Harley-Davidson position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 153 Harley-Davidson shares in Q4 2025, an estimated $4.27K.
  • Clearstead Trust first reported a position in Harley-Davidson in Q1 2025 and held it in 3 quarters.
  • Clearstead Trust's Harley-Davidson position peaked at $9.54K in Q2 2025.
  • 386 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.