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Principia Wealth Advisory’s Harley-Davidson HOG Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$41 Sell
2
-1
-33% -$25 ﹤0.01% 1013
2025
Q3 		$84 Buy
+3
New +$81 ﹤0.01% 944
2025
Q1 		– Sell
-1
Closed -$30 – 879
2024
Q4 		$30 Buy
+1
New +$33 ﹤0.01% 774

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

Principia Wealth Advisory's HOG Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Harley-Davidson (HOG) stake by 33% in Q4 2025, selling an estimated $25 and leaving 2 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Principia Wealth Advisory first reported a position in HOG in Q4 2024 and has held it in 3 quarters since. The position peaked at $84 in Q3 2025. 386 funds tracked by Wall St. Rank hold HOG as of Q4 2025.

  • Principia Wealth Advisory held 2 shares of Harley-Davidson worth $41 as of Q4 2025.
  • Principia Wealth Advisory sold 1 Harley-Davidson share in Q4 2025, an estimated $25.
  • Harley-Davidson made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #1013 holding.
  • Principia Wealth Advisory first reported a position in Harley-Davidson in Q4 2024 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Harley-Davidson position peaked at $84 in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.