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Winch Advisory Services’s Harley-Davidson HOG Stock Holding History

Winch Advisory Services’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 		$8.62K Buy
426
+291
+216% +$5.71K ﹤0.01% 334
2025
Q4 		$2.77K Buy
135
+1
+0.7% +$25 ﹤0.01% 403
2025
Q3 		$3.73K Buy
134
+1
+0.8% +$27 ﹤0.01% 384
2025
Q2 		$3.14K Buy
133
+1
+0.8% +$24 ﹤0.01% 376
2025
Q1 		$3.33K Sell
132
-154
-54% -$4.12K ﹤0.01% 374
2024
Q4 		$8.61K Sell
286
-128
-31% -$4.24K ﹤0.01% 311
2024
Q3 		$16K Buy
414
+1
+0.2% +$36 ﹤0.01% 230
2024
Q2 		$13.8K Buy
413
+3
+0.7% +$109 ﹤0.01% 231
2024
Q1 		$18K Buy
410
+1
+0.2% +$37 0.01% 220
2023
Q4 		$15.1K Buy
409
+2
+0.5% +$62 0.01% 224
2023
Q3 		$13K Buy
407
+2
+0.5% +$70 ﹤0.01% 232
2023
Q2 		$14K Buy
405
+2
+0.5% +$70 0.01% 220
2023
Q1 		$15K Buy
403
+2
+0.5% +$88 0.01% 212
2022
Q4 		$17K Buy
401
+1
+0.3% +$43 0.01% 198
2022
Q3 		$14K Buy
400
+2
+0.5% +$75 0.01% 199
2022
Q2 		$13K Sell
398
-514
-56% -$18.3K 0.01% 210
2022
Q1 		$36K Hold
912
– – 0.01% 154
2021
Q4 		$34K Buy
912
+1
+0.1% +$37 0.01% 158
2021
Q3 		$33K Buy
911
+1
+0.1% +$40 0.01% 159
2021
Q2 		$42K Buy
910
+1
+0.1% +$46 0.02% 139
2021
Q1 		$36K Buy
909
+1
+0.1% +$37 0.01% 135
2020
Q4 		$33K Hold
908
– – 0.01% 120
2020
Q3 		$22K Buy
908
+1
+0.1% +$27 0.01% 135
2020
Q2 		$22K Hold
907
– – 0.01% 132
2020
Q1 		$17K Buy
907
+6
+0.7% +$182 0.01% 138
2019
Q4 		$34K Buy
901
+665
+282% +$24.8K 0.02% 130
2019
Q3 		$8K Buy
236
+3
+1% +$103 ﹤0.01% 213
2019
Q2 		$8K Sell
233
-26
-10% -$945 ﹤0.01% 220
2019
Q1 		$9K Hold
259
– – 0.01% 202
2018
Q4 		$9K Buy
259
+5
+2% +$196 0.01% 184
2018
Q3 		$12K Hold
254
– – 0.01% 168
2018
Q2 		$11K Buy
254
+1
+0.4% +$42 0.01% 184
2018
Q1 		$11K Buy
253
+4
+2% +$191 0.01% 187
2017
Q4 		$13K Hold
249
– – 0.01% 168
2017
Q3 		$12K Buy
249
+31
+14% +$1.51K 0.01% 158
2017
Q2 		$12K Sell
218
-28
-11% -$1.56K 0.01% 177
2017
Q1 		$15K Buy
246
+3
+1% +$176 0.01% 155
2016
Q4 		$14K Buy
243
+30
+14% +$1.71K 0.01% 136
2016
Q3 		$11K Buy
213
+1
+0.5% +$52 0.01% 148
2016
Q2 		$10K Buy
212
+2
+1% +$92 0.01% 149
2016
Q1 		$11K Buy
210
+1
+0.5% +$44 0.02% 110
2015
Q4 		$9K Buy
209
+2
+1% +$98 0.01% 138
2015
Q3 		$11K Buy
207
+1
+0.5% +$56 0.02% 116
2015
Q2 		$12K Buy
206
+1
+0.5% +$57 0.01% 171
2015
Q1 		$12K Buy
+205
New +$12.9K 0.01% 138
2014
Q4 		– Sell
-203
Closed -$12K – 101
2014
Q3 		$12K Buy
203
+1
+0.5% +$64 0.01% 121
2014
Q2 		$14K Buy
202
+1
+0.5% +$70 0.01% 143
2014
Q1 		$13K Buy
+201
New +$13.3K 0.01% 160

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

Winch Advisory Services's HOG Position: Q1 2026 in Review

Winch Advisory Services increased its Harley-Davidson (HOG) stake by 216% in Q1 2026, buying an estimated $5.71K and bringing the position to 426 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Winch Advisory Services first reported a position in HOG in Q1 2014 and has held it in 48 quarters since. The position peaked at $42K in Q2 2021. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Winch Advisory Services held 426 shares of Harley-Davidson worth $8.62K as of Q1 2026.
  • Winch Advisory Services bought 291 Harley-Davidson shares in Q1 2026, an estimated $5.71K.
  • Harley-Davidson made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #334 holding.
  • Winch Advisory Services first reported a position in Harley-Davidson in Q1 2014 and has held it in 48 quarters since.
  • Winch Advisory Services's Harley-Davidson position peaked at $42K in Q2 2021.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.