NewEdge Advisors’s Mohawk Industries MHK Stock Holding History

NewEdge Advisors’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	$323K	Buy	3,278 +1,112	+51%	+$130K	﹤0.01%	2289
2025 Q4	$237K	Buy	2,166 +2,127	+5,454%	+$244K	﹤0.01%	2481
2025 Q3	$5.03K	Sell	39 -163	-81%	-$20.2K	﹤0.01%	3534
2025 Q2	$21.2K	Sell	202 -149	-42%	-$15.5K	﹤0.01%	2939
2025 Q1	$40.1K	Hold	351	–	–	﹤0.01%	2624
2024 Q4	$41.8K	Hold	351	–	–	﹤0.01%	2579
2024 Q3	$56.4K	Hold	351	–	–	﹤0.01%	2397
2024 Q2	$39.9K	Buy	351 +93	+36%	+$10.8K	﹤0.01%	2418
2024 Q1	$33.8K	Buy	258 +182	+239%	+$20.4K	﹤0.01%	2442
2023 Q4	$7.87K	Buy	76 +26	+52%	+$2.28K	﹤0.01%	2954
2023 Q3	$4.29K	Hold	50	–	–	﹤0.01%	2856
2023 Q2	$5.16K	Hold	50	–	–	﹤0.01%	2804
2023 Q1	$5.01K	Sell	50 -14	-22%	-$1.53K	﹤0.01%	2771
2022 Q4	$1.44K	Buy	+64	New	+$6.28K	﹤0.01%	2927
2022 Q3	–	Sell	-2,643	Closed	-$328K	–	1612
2022 Q2	$328K	Buy	+2,643	New	+$351K	0.01%	1173
2022 Q1	–	Sell	-2,936	Closed	-$535K	–	1433
2021 Q4	$535K	Buy	+2,936	New	+$524K	0.01%	1039

Other funds holding MHK

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return