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Summit Trail Advisors’s Harley-Davidson HOG Stock Holding History

Summit Trail Advisors’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 		$1.27M Buy
62,700
+27,573
+78% +$541K 0.02% 819
2025
Q4 		$720K Sell
35,127
-4,388
-11% -$108K 0.01% 969
2025
Q3 		$1.1M Buy
39,515
+23,756
+151% +$638K 0.02% 780
2025
Q2 		$372K Buy
+15,759
New +$374K 0.01% 836
2018
Q1 		– Sell
-293
Closed -$16K – 971
2017
Q4 		$16K Buy
+293
New +$14.2K ﹤0.01% 1099

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

Summit Trail Advisors's HOG Position: Q1 2026 in Review

Summit Trail Advisors increased its Harley-Davidson (HOG) stake by 78% in Q1 2026, buying an estimated $541K and bringing the position to 62,700 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #819.

Summit Trail Advisors first reported a position in HOG in Q4 2017 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Summit Trail Advisors held 62,700 shares of Harley-Davidson worth $1.27M as of Q1 2026.
  • Summit Trail Advisors bought 27,573 Harley-Davidson shares in Q1 2026, an estimated $541K.
  • Harley-Davidson made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #819 holding.
  • Summit Trail Advisors first reported a position in Harley-Davidson in Q4 2017 and has held it in 5 quarters since.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.