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Mark Sheptoff Financial Planning’s Mohawk Industries MHK Stock Holding History

Mark Sheptoff Financial Planning’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 		$27.3K Hold
225
– – 0.01% 242
2026
Q1 		$21.9K Hold
225
– – 0.01% 266
2025
Q4 		$24.6K Hold
225
– – 0.01% 258
2025
Q3 		$29K Hold
225
– – 0.01% 238
2025
Q2 		$23.6K Hold
225
– – 0.01% 255
2025
Q1 		$25.7K Hold
225
– – 0.01% 225
2024
Q4 		$26.8K Hold
225
– – 0.01% 231
2024
Q3 		$36.2K Buy
+225
New +$32.4K 0.02% 192

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mark Sheptoff Financial Planning's MHK Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Mohawk Industries (MHK) position steady in Q2 2026 at 225 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #242.

Mark Sheptoff Financial Planning first reported a position in MHK in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.2K in Q3 2024. 490 funds tracked by Wall St. Rank hold MHK as of Q2 2026.

  • Mark Sheptoff Financial Planning held 225 shares of Mohawk Industries worth $27.3K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Mohawk Industries share count unchanged in Q2 2026.
  • Mohawk Industries made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #242 holding.
  • Mark Sheptoff Financial Planning first reported a position in Mohawk Industries in Q3 2024 and has held it in 8 quarters since.
  • Mark Sheptoff Financial Planning's Mohawk Industries position peaked at $36.2K in Q3 2024.
  • 490 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.