Creative Planning
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Creative Planning’s Harley-Davidson HOG Stock Holding History

Creative Planning’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
2015
Q2 		– Sell
-1,000
Closed -$1K – 1905
2015
Q1 		$1K Hold
1,000
– – ﹤0.01% 4024
2014
Q4 		$3K Hold
1,000
– – ﹤0.01% 3705
2014
Q3 		$2K Hold
1,000
– – ﹤0.01% 3657
2014
Q2 		$6K Buy
+1,000
New +$70.4K ﹤0.01% 3122

Other funds holding HOG

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's HOG Position: Q1 2026 in Review

Creative Planning increased its Harley-Davidson (HOG) stake by 100% in Q1 2026, buying an estimated $217K and bringing the position to 22,119 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #3111.

Creative Planning first reported a position in HOG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.44M in Q4 2014. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Creative Planning held 22,119 shares of Harley-Davidson worth $447K as of Q1 2026.
  • Creative Planning bought 11,079 Harley-Davidson shares in Q1 2026, an estimated $217K.
  • Harley-Davidson made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3111 holding.
  • Creative Planning first reported a position in Harley-Davidson in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Harley-Davidson position peaked at $1.44M in Q4 2014.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.