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Pinnacle Wealth Planning Services’s Harley-Davidson HOG Stock Holding History

Pinnacle Wealth Planning Services’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 		$35.4K Buy
1,750
+58
+3% +$1.14K ﹤0.01% 1387
2025
Q4 		$34.7K Buy
+1,692
New +$41.6K ﹤0.01% 1432
2021
Q1 		– Sell
-413
Closed -$15K – 1050
2020
Q4 		$15K Buy
+413
New +$14.2K ﹤0.01% 1262

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

Pinnacle Wealth Planning Services's HOG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Harley-Davidson (HOG) stake by 3.4% in Q1 2026, buying an estimated $1.14K and bringing the position to 1,750 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Pinnacle Wealth Planning Services first reported a position in HOG in Q4 2020 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,750 shares of Harley-Davidson worth $35.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 58 Harley-Davidson shares in Q1 2026, an estimated $1.14K.
  • Harley-Davidson made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1387 holding.
  • Pinnacle Wealth Planning Services first reported a position in Harley-Davidson in Q4 2020 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.