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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
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 $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

Root Financial Partners's HOG Position: Q1 2026 in Review

Root Financial Partners increased its Harley-Davidson (HOG) stake by 55% in Q1 2026, buying an estimated $5.2K and bringing the position to 745 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Root Financial Partners first reported a position in HOG in Q3 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Root Financial Partners held 745 shares of Harley-Davidson worth $15.1K as of Q1 2026.
  • Root Financial Partners bought 265 Harley-Davidson shares in Q1 2026, an estimated $5.2K.
  • Harley-Davidson made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1478 holding.
  • Root Financial Partners first reported a position in Harley-Davidson in Q3 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.