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SHP Wealth Management’s Harley-Davidson HOG Stock Holding History

SHP Wealth Management’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 		$2.91K Hold
144
– – ﹤0.01% 1199
2025
Q4 		$2.95K Buy
+144
New +$3.54K ﹤0.01% 1069

Other funds holding HOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's HOG Position: Q1 2026 in Review

SHP Wealth Management held its Harley-Davidson (HOG) position steady in Q1 2026 at 144 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

SHP Wealth Management first reported a position in HOG in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.95K in Q4 2025. 397 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • SHP Wealth Management held 144 shares of Harley-Davidson worth $2.91K as of Q1 2026.
  • SHP Wealth Management left its Harley-Davidson share count unchanged in Q1 2026.
  • Harley-Davidson made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1199 holding.
  • SHP Wealth Management first reported a position in Harley-Davidson in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Harley-Davidson position peaked at $2.95K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.