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Institute for Wealth Management’s Mohawk Industries MHK Stock Holding History

Institute for 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
2026
Q2 		$9.71K Buy
+80
New +$8.41K ﹤0.01% 1319
2018
Q1 		– Sell
-2,047
Closed -$565K – 347
2017
Q4 		$565K Buy
+2,047
New +$549K 0.13% 202
2017
Q3 		– Sell
-2,133
Closed -$514K – 335
2017
Q2 		$514K Buy
+2,133
New +$503K 0.14% 221

Other funds holding MHK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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

Institute for Wealth Management's MHK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Mohawk Industries (MHK) in Q2 2026: 80 shares worth $9.71K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MHK as recently as Q4 2017.

Institute for Wealth Management first reported a position in MHK in Q2 2017 and has held it in 3 quarters since. The position peaked at $565K in Q4 2017. 491 funds tracked by Wall St. Rank hold MHK as of Q2 2026.

  • Institute for Wealth Management held 80 shares of Mohawk Industries worth $9.71K as of Q2 2026.
  • Mohawk Industries was a new Institute for Wealth Management position in Q2 2026.
  • Mohawk Industries made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1319 holding.
  • Institute for Wealth Management first reported a position in Mohawk Industries in Q2 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's Mohawk Industries position peaked at $565K in Q4 2017.
  • 491 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.