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Venturi Wealth Management’s Mohawk Industries MHK Stock Holding History

Venturi 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
Q2 		– Sell
-2,899
Closed -$331K – 586
2025
Q1 		$331K Buy
2,899
+131
+5% +$15.6K 0.02% 421
2024
Q4 		$330K Sell
2,768
-117
-4% -$16.4K 0.02% 425
2024
Q3 		$464K Buy
2,885
+248
+9% +$35.7K 0.02% 309
2024
Q2 		$300K Buy
2,637
+2,529
+2,342% +$294K 0.02% 347
2024
Q1 		$14.1K Buy
108
+39
+57% +$4.38K ﹤0.01% 836
2023
Q4 		$7.14K Buy
+69
New +$6.04K ﹤0.01% 949
2021
Q3 		– Sell
-3,900
Closed -$750K – 326
2021
Q2 		$750K Sell
3,900
-720
-16% -$147K 0.07% 203
2021
Q1 		$888K Sell
4,620
-705
-13% -$117K 0.08% 161
2020
Q4 		$751K Sell
5,325
-100
-2% -$12.1K 0.08% 180
2020
Q3 		$529K Buy
+5,425
New +$488K 0.06% 201

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Venturi Wealth Management's MHK Position: Q2 2025 in Review

Venturi Wealth Management sold out of Mohawk Industries (MHK) in Q2 2025, closing a stake of 2,899 shares — an estimated $331K sold.

Venturi Wealth Management first reported a position in MHK in Q3 2020 and held it in 10 quarters. The position peaked at $888K in Q1 2021. 464 funds tracked by Wall St. Rank hold MHK as of Q2 2025.

  • Venturi Wealth Management reported no remaining Mohawk Industries position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,899 Mohawk Industries shares in Q2 2025, an estimated $331K.
  • Venturi Wealth Management first reported a position in Mohawk Industries in Q3 2020 and held it in 10 quarters.
  • Venturi Wealth Management's Mohawk Industries position peaked at $888K in Q1 2021.
  • 464 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.