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Dynasty Wealth Management’s Mohawk Industries MHK Stock Holding History

Dynasty 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
Q3 		– Sell
-2,188
Closed -$229K – 338
2025
Q2 		$229K Buy
2,188
+97
+5% +$10.1K ﹤0.01% 224
2025
Q1 		$239K Buy
+2,091
New +$249K ﹤0.01% 243
2024
Q4 		– Sell
-1,571
Closed -$252K – 261
2024
Q3 		$252K Buy
+1,571
New +$226K 0.01% 210

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dynasty Wealth Management's MHK Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Mohawk Industries (MHK) in Q3 2025, closing a stake of 2,188 shares — an estimated $229K sold.

Dynasty Wealth Management first reported a position in MHK in Q3 2024 and held it in 3 quarters. The position peaked at $252K in Q3 2024. 488 funds tracked by Wall St. Rank hold MHK as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Mohawk Industries position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,188 Mohawk Industries shares in Q3 2025, an estimated $229K.
  • Dynasty Wealth Management first reported a position in Mohawk Industries in Q3 2024 and held it in 3 quarters.
  • Dynasty Wealth Management's Mohawk Industries position peaked at $252K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.