VarCov Co’s Harley-Davidson HOG Stock Holding History

VarCov Co’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	$2.14M	Sell	87,653 -4,359	-5%	-$105K	0.81%	14
2026 Q1	$1.86M	Buy	+92,012	New	+$1.8M	0.69%	21

Other funds holding HOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VarCov Co's HOG Position: Q2 2026 in Review

VarCov Co reduced its Harley-Davidson (HOG) stake by 4.7% in Q2 2026, selling an estimated $105K and leaving 87,653 shares worth $2.14M. The position accounts for 0.81% of the portfolio, ranked #14.

VarCov Co first reported a position in HOG in Q1 2026 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold HOG as of Q2 2026.

VarCov Co held 87,653 shares of Harley-Davidson worth $2.14M as of Q2 2026.
VarCov Co sold 4,359 Harley-Davidson shares in Q2 2026, an estimated $105K.
Harley-Davidson made up 0.81% of VarCov Co's portfolio in Q2 2026, its #14 holding.
VarCov Co first reported a position in Harley-Davidson in Q1 2026 and has held it in 2 quarters since.
434 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.