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Integrated Wealth Concepts’s Harley-Davidson HOG Stock Holding History

Integrated Wealth Concepts’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
Q1 		– Sell
-10,908
Closed -$224K – 2306
2025
Q4 		$224K Buy
+10,908
New +$268K ﹤0.01% 1459

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

Integrated Wealth Concepts's HOG Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Harley-Davidson (HOG) in Q1 2026, closing a stake of 10,908 shares — an estimated $224K sold.

Integrated Wealth Concepts first reported a position in HOG in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining Harley-Davidson position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,908 Harley-Davidson shares in Q1 2026, an estimated $224K.
  • Integrated Wealth Concepts first reported a position in Harley-Davidson in Q4 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Harley-Davidson position peaked at $224K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.