Root Financial Partners
HOG icon

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
Q3 		$37.1K Buy
+1,517
New +$40.1K ﹤0.01% 1240
2026
Q2 		– Sell
-745
Closed -$15.1K – 1633
2026
Q1 		$15.1K Buy
745
+265
+55% +$5.2K ﹤0.01% 1478
2025
Q4 		$9.8K 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 $6.79T AUM 37.06% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
FIFTHDELTA
FIFTHDELTA London, United Kingdom $650M AUM 1.32% 1-Year Est. Return

Root Financial Partners's HOG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Harley-Davidson (HOG) in Q3 2026: 1,517 shares worth $37.1K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HOG as recently as Q1 2026.

Root Financial Partners first reported a position in HOG in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold HOG as of Q3 2026.

  • Root Financial Partners held 1,517 shares of Harley-Davidson worth $37.1K as of Q3 2026.
  • Harley-Davidson was a new Root Financial Partners position in Q3 2026.
  • Harley-Davidson made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1240 holding.
  • Root Financial Partners first reported a position in Harley-Davidson in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.