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Mowery & Schoenfeld Wealth Management’s Mohawk Industries MHK Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-8
Closed -$954 – 528
2024
Q4 		$954 Buy
+8
New +$1.12K ﹤0.01% 450

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MHK Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Mohawk Industries (MHK) in Q1 2025, closing a stake of 8 shares — an estimated $954 sold.

Mowery & Schoenfeld Wealth Management first reported a position in MHK in Q4 2024 and held it in 1 quarter. The position peaked at $954 in Q4 2024. 456 funds tracked by Wall St. Rank hold MHK as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Mohawk Industries position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 8 Mohawk Industries shares in Q1 2025, an estimated $954.
  • Mowery & Schoenfeld Wealth Management first reported a position in Mohawk Industries in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Mohawk Industries position peaked at $954 in Q4 2024.
  • 456 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.