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Root Financial Partners’s Harley-Davidson HOG Stock Holding History

Root Financial Partners’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 		– Sell
-745
Closed -$15.1K – 1633
2026
Q1 		$15.1K Buy
745
+265
+55% +$5.2K ﹤0.01% 1478
2025
Q4 		$9.84K Buy
480
+140
+41% +$3.44K ﹤0.01% 1499
2025
Q3 		$9.49K Buy
+340
New +$9.12K ﹤0.01% 1473

Other funds holding HOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
F
FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's HOG Position: Q2 2026 in Review

Root Financial Partners sold out of Harley-Davidson (HOG) in Q2 2026, closing a stake of 745 shares — an estimated $15.1K sold.

Root Financial Partners first reported a position in HOG in Q3 2025 and held it in 3 quarters. The position peaked at $15.1K in Q1 2026. 439 funds tracked by Wall St. Rank hold HOG as of Q2 2026.

  • Root Financial Partners reported no remaining Harley-Davidson position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 745 Harley-Davidson shares in Q2 2026, an estimated $15.1K.
  • Root Financial Partners first reported a position in Harley-Davidson in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Harley-Davidson position peaked at $15.1K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.