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Principia Wealth Advisory’s Mohawk Industries MHK Stock Holding History

Principia Wealth Advisory’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 		– Sell
-1
Closed -$109 – 1068
2025
Q4 		$109 Buy
+1
New +$115 ﹤0.01% 968
2025
Q2 		– Sell
-3
Closed -$327 – 985
2025
Q1 		$327 Buy
+3
New +$358 ﹤0.01% 677

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Principia Wealth Advisory's MHK Position: Q1 2026 in Review

Principia Wealth Advisory sold out of Mohawk Industries (MHK) in Q1 2026, closing a stake of 1 share — an estimated $109 sold.

Principia Wealth Advisory first reported a position in MHK in Q1 2025 and held it in 2 quarters. The position peaked at $327 in Q1 2025. 470 funds tracked by Wall St. Rank hold MHK as of Q1 2026.

  • Principia Wealth Advisory reported no remaining Mohawk Industries position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Mohawk Industries share in Q1 2026, an estimated $109.
  • Principia Wealth Advisory first reported a position in Mohawk Industries in Q1 2025 and held it in 2 quarters.
  • Principia Wealth Advisory's Mohawk Industries position peaked at $327 in Q1 2025.
  • 470 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.