CI
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CX Institutional’s Harley-Davidson HOG Stock Holding History

CX Institutional’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
2026
Q3 		$35K Buy
1,445
+555
+62% +$14.7K ﹤0.01% 1091
2026
Q2 		$22K Buy
890
+1
+0.1% +$24 ﹤0.01% 1156
2026
Q1 		$18K Sell
889
-586
-40% -$11.5K ﹤0.01% 1150
2025
Q4 		$30K Buy
1,475
+372
+34% +$9.14K ﹤0.01% 1056
2025
Q3 		$31K Buy
1,103
+5
+0.5% +$134 ﹤0.01% 1024
2025
Q2 		$26K Hold
1,098
– – ﹤0.01% 935
2025
Q1 		$28K Buy
+1,098
New +$29.4K ﹤0.01% 915
2022
Q3 		– Sell
-1,268
Closed -$40K – 761
2022
Q2 		$40K Buy
+1,268
New +$45.1K ﹤0.01% 717
2021
Q4 		– Sell
-54
Closed -$2K – 589
2021
Q3 		$2K Sell
54
-16
-23% -$645 ﹤0.01% 906
2021
Q2 		$3K Buy
70
+7
+11% +$325 ﹤0.01% 886
2021
Q1 		$3K Buy
63
+3
+5% +$112 ﹤0.01% 811
2020
Q4 		$2K Sell
60
-38
-39% -$1.3K ﹤0.01% 815
2020
Q3 		$2K Sell
98
-17
-15% -$458 ﹤0.01% 809
2020
Q2 		$3K Buy
115
+23
+25% +$500 ﹤0.01% 714
2020
Q1 		$2K Buy
92
+56
+156% +$1.7K ﹤0.01% 671
2019
Q4 		$1K Hold
36
– – ﹤0.01% 706
2019
Q3 		$1K Buy
36
+8
+29% +$274 ﹤0.01% 766
2019
Q2 		$1K Buy
28
+8
+40% +$291 ﹤0.01% 853
2019
Q1 		$1K Buy
+20
New +$728 ﹤0.01% 746

Other funds holding HOG

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CX Institutional's HOG Position: Q3 2026 in Review

CX Institutional increased its Harley-Davidson (HOG) stake by 62% in Q3 2026, buying an estimated $14.7K and bringing the position to 1,445 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

CX Institutional first reported a position in HOG in Q1 2019 and has held it in 19 quarters since. The position peaked at $40K in Q2 2022. 18 funds tracked by Wall St. Rank hold HOG as of Q3 2026.

  • CX Institutional held 1,445 shares of Harley-Davidson worth $35K as of Q3 2026.
  • CX Institutional bought 555 Harley-Davidson shares in Q3 2026, an estimated $14.7K.
  • Harley-Davidson made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1091 holding.
  • CX Institutional first reported a position in Harley-Davidson in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's Harley-Davidson position peaked at $40K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.