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Root Financial Partners’s Mohawk Industries MHK Stock Holding History

Root Financial Partners’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 		– Sell
-963
Closed -$94.8K – 2066
2026
Q1 		$94.8K Buy
963
+726
+306% +$84.6K ﹤0.01% 586
2025
Q4 		$25.9K Buy
237
+40
+20% +$4.59K ﹤0.01% 1038
2025
Q3 		$25.4K Buy
+197
New +$24.4K ﹤0.01% 993

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

Root Financial Partners's MHK Position: Q2 2026 in Review

Root Financial Partners sold out of Mohawk Industries (MHK) in Q2 2026, closing a stake of 963 shares — an estimated $94.8K sold.

Root Financial Partners first reported a position in MHK in Q3 2025 and held it in 3 quarters. The position peaked at $94.8K in Q1 2026. 490 funds tracked by Wall St. Rank hold MHK as of Q2 2026.

  • Root Financial Partners reported no remaining Mohawk Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 963 Mohawk Industries shares in Q2 2026, an estimated $94.8K.
  • Root Financial Partners first reported a position in Mohawk Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mohawk Industries position peaked at $94.8K in Q1 2026.
  • 490 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.