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Atlantic Edge Private Wealth Management’s Mohawk Industries MHK Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25
Closed -$2.98K – 511
2024
Q4 		$2.98K Sell
25
-100
-80% -$14K ﹤0.01% 423
2024
Q3 		$20.1K Hold
125
– – 0.01% 269
2024
Q2 		$14.2K Hold
125
– – ﹤0.01% 285
2024
Q1 		$16.4K Hold
125
– – 0.01% 269
2023
Q4 		$12.9K Buy
+125
New +$10.9K 0.01% 276

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MHK Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Mohawk Industries (MHK) in Q1 2025, closing a stake of 25 shares — an estimated $2.98K sold.

Atlantic Edge Private Wealth Management first reported a position in MHK in Q4 2023 and held it in 5 quarters. The position peaked at $20.1K in Q3 2024. 457 funds tracked by Wall St. Rank hold MHK as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Mohawk Industries position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 25 Mohawk Industries shares in Q1 2025, an estimated $2.98K.
  • Atlantic Edge Private Wealth Management first reported a position in Mohawk Industries in Q4 2023 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's Mohawk Industries position peaked at $20.1K in Q3 2024.
  • 457 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.