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Waverly Advisors’s Mohawk Industries MHK Stock Holding History

Waverly 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 		$722K Buy
7,330
+2,099
+40% +$245K 0.01% 932
2025
Q4 		$572K Buy
5,231
+1,114
+27% +$128K ﹤0.01% 963
2025
Q3 		$531K Buy
4,117
+800
+24% +$99.1K 0.01% 833
2025
Q2 		$348K Buy
3,317
+304
+10% +$31.7K ﹤0.01% 916
2025
Q1 		$344K Sell
3,013
-84
-3% -$10K ﹤0.01% 885
2024
Q4 		$369K Buy
3,097
+678
+28% +$94.8K 0.01% 758
2024
Q3 		$389K Buy
2,419
+48
+2% +$6.91K 0.01% 626
2024
Q2 		$269K Buy
2,371
+1
+0% +$116 0.01% 691
2024
Q1 		$310K Sell
2,370
-7
-0.3% -$786 0.01% 560
2023
Q4 		$246K Buy
+2,377
New +$208K 0.01% 387
2014
Q4 		– Sell
-300
Closed -$40K – 574
2014
Q3 		$40K Hold
300
– – 0.02% 248
2014
Q2 		$42K Hold
300
– – 0.02% 254
2014
Q1 		$41K Hold
300
– – 0.02% 241
2013
Q4 		$45K Buy
+300
New +$41K 0.02% 348

Other funds holding MHK

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
VCM
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 $1.56T AUM 27.86% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's MHK Position: Q1 2026 in Review

Waverly Advisors increased its Mohawk Industries (MHK) stake by 40% in Q1 2026, buying an estimated $245K and bringing the position to 7,330 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #932.

Waverly Advisors first reported a position in MHK in Q4 2013 and has held it in 14 quarters since. 466 funds tracked by Wall St. Rank hold MHK as of Q1 2026.

  • Waverly Advisors held 7,330 shares of Mohawk Industries worth $722K as of Q1 2026.
  • Waverly Advisors bought 2,099 Mohawk Industries shares in Q1 2026, an estimated $245K.
  • Mohawk Industries made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #932 holding.
  • Waverly Advisors first reported a position in Mohawk Industries in Q4 2013 and has held it in 14 quarters since.
  • 466 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.