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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
Q2 		$1.43M Sell
58,288
-4,412
-7% -$106K 0.02% 820
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 $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

Summit Trail Advisors's HOG Position: Q2 2026 in Review

Summit Trail Advisors reduced its Harley-Davidson (HOG) stake by 7% in Q2 2026, selling an estimated $106K and leaving 58,288 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #820.

Summit Trail Advisors first reported a position in HOG in Q4 2017 and has held it in 6 quarters since. 437 funds tracked by Wall St. Rank hold HOG as of Q2 2026.

  • Summit Trail Advisors held 58,288 shares of Harley-Davidson worth $1.43M as of Q2 2026.
  • Summit Trail Advisors sold 4,412 Harley-Davidson shares in Q2 2026, an estimated $106K.
  • Harley-Davidson made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #820 holding.
  • Summit Trail Advisors first reported a position in Harley-Davidson in Q4 2017 and has held it in 6 quarters since.
  • 437 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.