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Forum Financial Management’s Mohawk Industries MHK Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-2,011
Closed -$220K – 720
2025
Q4 		$220K Hold
2,011
– – ﹤0.01% 921
2025
Q3 		$259K Sell
2,011
-132
-6% -$16.3K ﹤0.01% 815
2025
Q2 		$225K Sell
2,143
-165
-7% -$17.2K ﹤0.01% 837
2025
Q1 		$264K Buy
2,308
+16
+0.7% +$1.91K ﹤0.01% 660
2024
Q4 		$273K Buy
+2,292
New +$320K ﹤0.01% 675
2022
Q3 		– Sell
-1,685
Closed -$209K – 585
2022
Q2 		$209K Buy
+1,685
New +$224K 0.01% 509
2022
Q1 		– Sell
-1,231
Closed -$224K – 653
2021
Q4 		$224K Buy
+1,231
New +$220K 0.01% 563

Other funds holding MHK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return