Bailard’s Mohawk Industries MHK Stock Holding History

Bailard’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
2026 Q1	–	Sell	-6,265	Closed	-$685K	–	792
2025 Q4	$685K	Buy	+6,265	New	+$719K	0.02%	410
2025 Q3	–	Sell	-6,400	Closed	-$671K	–	842
2025 Q2	$671K	Buy	6,400 +1,896	+42%	+$198K	0.02%	415
2025 Q1	$514K	Buy	+4,504	New	+$537K	0.01%	461

Other funds holding MHK

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bailard's MHK Position: Q1 2026 in Review

Bailard sold out of Mohawk Industries (MHK) in Q1 2026, closing a stake of 6,265 shares — an estimated $685K sold.

Bailard first reported a position in MHK in Q1 2025 and held it in 3 quarters. The position peaked at $685K in Q4 2025. 470 funds tracked by Wall St. Rank hold MHK as of Q1 2026.

Bailard reported no remaining Mohawk Industries position as of Q1 2026 after selling out during the quarter.
Bailard sold 6,265 Mohawk Industries shares in Q1 2026, an estimated $685K.
Bailard first reported a position in Mohawk Industries in Q1 2025 and held it in 3 quarters.
Bailard's Mohawk Industries position peaked at $685K in Q4 2025.
470 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.