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Cassady Schiller Wealth Management’s Mohawk Industries MHK Stock Holding History

Cassady Schiller 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
2024
Q4 		$119 Buy
+1
New +$140 ﹤0.01% 1095
2022
Q1 		– Sell
-2
Closed – – 400
2021
Q4 		$0 Buy
+2
New +$357 ﹤0.01% 611

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's MHK Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Mohawk Industries (MHK) in Q4 2024: 1 share worth $119. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MHK as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in MHK in Q4 2021 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold MHK as of Q4 2024.

  • Cassady Schiller Wealth Management held 1 share of Mohawk Industries worth $119 as of Q4 2024.
  • Mohawk Industries was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Mohawk Industries made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1095 holding.
  • Cassady Schiller Wealth Management first reported a position in Mohawk Industries in Q4 2021 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.