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SWM
Spire Wealth Management’s
Mohawk Industries
MHK
Stock Holding History
Spire 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
2026
Q1
$10.3K
Sell
105
-8
-7%
-$932
﹤0.01%
1603
2025
Q4
$12.3K
Buy
113
+2
+2%
+$230
﹤0.01%
1647
2025
Q3
$14.3K
Buy
111
+2
+2%
+$248
﹤0.01%
1631
2025
Q2
$11.4K
Buy
109
+7
+7%
+$730
﹤0.01%
1679
2025
Q1
$11.6K
Sell
102
-82
-45%
-$9.78K
﹤0.01%
1791
2024
Q4
$21.9K
Sell
184
-18
-9%
-$2.52K
﹤0.01%
1596
2024
Q3
$32.5K
Sell
202
-30
-13%
-$4.32K
﹤0.01%
1271
2024
Q2
$26.4K
Sell
232
-42
-15%
-$4.88K
﹤0.01%
1345
2024
Q1
$35.9K
Buy
274
+2
+0.7%
+$225
﹤0.01%
1325
2023
Q4
$27.2K
Buy
272
+2
+0.7%
+$175
﹤0.01%
1426
2023
Q3
$23.2K
Buy
270
+17
+7%
+$1.71K
﹤0.01%
1445
2023
Q2
$26.1K
Buy
253
+18
+8%
+$1.76K
﹤0.01%
1472
2023
Q1
$23.6K
Buy
235
+90
+62%
+$9.81K
﹤0.01%
1555
2022
Q4
$15K
Sell
145
-81
-36%
-$7.94K
﹤0.01%
1480
2022
Q3
$21K
Sell
226
-74
-25%
-$8.59K
﹤0.01%
1310
2022
Q2
$37K
Sell
300
-12
-4%
-$1.59K
﹤0.01%
1424
2022
Q1
$39K
Buy
312
+9
+3%
+$1.35K
﹤0.01%
1544
2021
Q4
$55K
Buy
303
+161
+113%
+$28.7K
﹤0.01%
1674
2021
Q3
$25K
Hold
142
–
–
﹤0.01%
1766
2021
Q2
$27K
Sell
142
-120
-46%
-$24.4K
﹤0.01%
1749
2021
Q1
$51K
Buy
+262
New
+$43.7K
﹤0.01%
1712
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30.48%
1-Year Est. Return
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$218B AUM
29.41%
1-Year Est. Return
Dimensional Fund Advisors
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1-Year Est. Return
VPM
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$1.91T AUM
BIP
Brandes Investment Partners
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$14.1B AUM
25.52%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
AI
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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