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

Venturi 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
2025
Q1 		– Sell
-876
Closed -$26.4K – 1137
2024
Q4 		$26.4K Buy
876
+554
+172% +$18.4K ﹤0.01% 1200
2024
Q3 		$12.4K Buy
322
+67
+26% +$2.43K ﹤0.01% 1139
2024
Q2 		$8.55K Buy
255
+190
+292% +$6.9K ﹤0.01% 1136
2024
Q1 		$2.84K Buy
65
+20
+44% +$740 ﹤0.01% 1199
2023
Q4 		$1.66K Buy
+45
New +$1.39K ﹤0.01% 1260

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Venturi Wealth Management's HOG Position: Q1 2025 in Review

Venturi Wealth Management sold out of Harley-Davidson (HOG) in Q1 2025, closing a stake of 876 shares — an estimated $26.4K sold.

Venturi Wealth Management first reported a position in HOG in Q4 2023 and held it in 5 quarters. The position peaked at $26.4K in Q4 2024. 390 funds tracked by Wall St. Rank hold HOG as of Q1 2025.

  • Venturi Wealth Management reported no remaining Harley-Davidson position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 876 Harley-Davidson shares in Q1 2025, an estimated $26.4K.
  • Venturi Wealth Management first reported a position in Harley-Davidson in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Harley-Davidson position peaked at $26.4K in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.