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Congress Wealth Management’s Mohawk Industries MHK Stock Holding History

Congress 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
Q2 		$280K Buy
+2,675
New +$279K ﹤0.01% 1084
2024
Q4 		– Sell
-2,656
Closed -$427K – 904
2024
Q3 		$427K Hold
2,656
– – 0.01% 659
2024
Q2 		$302K Buy
+2,656
New +$309K ﹤0.01% 617

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's MHK Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Mohawk Industries (MHK) in Q2 2025: 2,675 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in MHK as recently as Q3 2024.

Congress Wealth Management first reported a position in MHK in Q2 2024 and has held it in 3 quarters since. The position peaked at $427K in Q3 2024. 465 funds tracked by Wall St. Rank hold MHK as of Q2 2025.

  • Congress Wealth Management held 2,675 shares of Mohawk Industries worth $280K as of Q2 2025.
  • Mohawk Industries was a new Congress Wealth Management position in Q2 2025.
  • Mohawk Industries made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1084 holding.
  • Congress Wealth Management first reported a position in Mohawk Industries in Q2 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Mohawk Industries position peaked at $427K in Q3 2024.
  • 465 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.