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

Congress 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 		– Sell
-17,002
Closed -$430K – 1194
2025
Q1 		$430K Buy
+17,002
New +$455K 0.01% 855

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

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

Congress Wealth Management sold out of Harley-Davidson (HOG) in Q2 2025, closing a stake of 17,002 shares — an estimated $430K sold.

Congress Wealth Management first reported a position in HOG in Q1 2025 and held it in 1 quarter. The position peaked at $430K in Q1 2025. 396 funds tracked by Wall St. Rank hold HOG as of Q2 2025.

  • Congress Wealth Management reported no remaining Harley-Davidson position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 17,002 Harley-Davidson shares in Q2 2025, an estimated $430K.
  • Congress Wealth Management first reported a position in Harley-Davidson in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's Harley-Davidson position peaked at $430K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.