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Montag & Associates’s Mohawk Industries MHK Stock Holding History

Montag & Associates’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 		– Sell
-160
Closed -$18.3K – 991
2025
Q1 		$18.3K Hold
160
– – ﹤0.01% 728
2024
Q4 		$19.1K Hold
160
– – ﹤0.01% 716
2024
Q3 		$25.7K Hold
160
– – ﹤0.01% 702
2024
Q2 		$18.2K Hold
160
– – ﹤0.01% 713
2024
Q1 		$20.9K Hold
160
– – ﹤0.01% 691
2023
Q4 		$16.6K Hold
160
– – ﹤0.01% 711
2023
Q3 		$13.7K Hold
160
– – ﹤0.01% 701
2023
Q2 		$16.5K Hold
160
– – ﹤0.01% 693
2023
Q1 		$16K Hold
160
– – ﹤0.01% 691
2022
Q4 		$16.4K Hold
160
– – ﹤0.01% 683
2022
Q3 		$15K Hold
160
– – ﹤0.01% 687
2022
Q2 		$20K Hold
160
– – ﹤0.01% 639
2022
Q1 		$20K Sell
160
-1,750
-92% -$262K ﹤0.01% 668
2021
Q4 		$348K Hold
1,910
– – 0.02% 331
2021
Q3 		$339K Hold
1,910
– – 0.02% 329
2021
Q2 		$367K Hold
1,910
– – 0.02% 317
2021
Q1 		$367K Hold
1,910
– – 0.02% 319
2020
Q4 		$269K Buy
+1,910
New +$230K 0.02% 326
2020
Q1 		– Sell
-1,750
Closed -$239K – 295
2019
Q4 		$239K Hold
1,750
– – 0.02% 280
2019
Q3 		$217K Hold
1,750
– – 0.02% 284
2019
Q2 		$258K Hold
1,750
– – 0.02% 277
2019
Q1 		$221K Buy
+1,750
New +$228K 0.02% 287

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 $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montag & Associates's MHK Position: Q2 2025 in Review

Montag & Associates sold out of Mohawk Industries (MHK) in Q2 2025, closing a stake of 160 shares — an estimated $18.3K sold.

Montag & Associates first reported a position in MHK in Q1 2019 and held it in 22 quarters. The position peaked at $367K in Q2 2021. 464 funds tracked by Wall St. Rank hold MHK as of Q2 2025.

  • Montag & Associates reported no remaining Mohawk Industries position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 160 Mohawk Industries shares in Q2 2025, an estimated $18.3K.
  • Montag & Associates first reported a position in Mohawk Industries in Q1 2019 and held it in 22 quarters.
  • Montag & Associates's Mohawk Industries position peaked at $367K in Q2 2021.
  • 464 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.