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Diversified Trust’s Harley-Davidson HOG Stock Holding History

Diversified 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
2026
Q2 		$602K Buy
+24,592
New +$591K 0.01% 699
2026
Q1 		– Sell
-114,265
Closed -$2.34M – 1090
2025
Q4 		$2.34M Buy
114,265
+2,360
+2% +$58K 0.04% 232
2025
Q3 		$3.12M Buy
111,905
+11,540
+11% +$310K 0.06% 171
2025
Q2 		$2.37M Sell
100,365
-161
-0.2% -$3.82K 0.05% 207
2025
Q1 		$2.54M Buy
100,526
+203
+0.2% +$5.43K 0.06% 179
2024
Q4 		$3.02M Sell
100,323
-155
-0.2% -$5.13K 0.07% 157
2024
Q3 		$3.87M Sell
100,478
-43
-0% -$1.56K 0.1% 124
2024
Q2 		$3.37M Buy
100,521
+147
+0.1% +$5.34K 0.1% 125
2024
Q1 		$4.39M Buy
100,374
+14,751
+17% +$545K 0.13% 87
2023
Q4 		$3.15M Buy
+85,623
New +$2.64M 0.11% 103
2016
Q3 		– Sell
-12,582
Closed -$570K – 317
2016
Q2 		$570K Sell
12,582
-2,230
-15% -$103K 0.07% 226
2016
Q1 		$760K Sell
14,812
-4,583
-24% -$200K 0.08% 197
2015
Q4 		$880K Buy
19,395
+7,610
+65% +$375K 0.09% 190
2015
Q3 		$647K Buy
11,785
+1,200
+11% +$67.7K 0.07% 230
2015
Q2 		$596K Buy
+10,585
New +$605K 0.06% 270

Other funds holding HOG

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Diversified Trust's HOG Position: Q2 2026 in Review

Diversified Trust opened a new position in Harley-Davidson (HOG) in Q2 2026: 24,592 shares worth $602K. The stake represents 0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Diversified Trust previously reported a position in HOG as recently as Q4 2025.

Diversified Trust first reported a position in HOG in Q2 2015 and has held it in 15 quarters since. The position peaked at $4.39M in Q1 2024. 47 funds tracked by Wall St. Rank hold HOG as of Q2 2026.

  • Diversified Trust held 24,592 shares of Harley-Davidson worth $602K as of Q2 2026.
  • Harley-Davidson was a new Diversified Trust position in Q2 2026.
  • Harley-Davidson made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #699 holding.
  • Diversified Trust first reported a position in Harley-Davidson in Q2 2015 and has held it in 15 quarters since.
  • Diversified Trust's Harley-Davidson position peaked at $4.39M in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.