Abound Wealth Management’s MillerKnoll MLKN Stock Holding History

Abound Wealth Management’s Portfolio MLKN Stock Details MLKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$159	–	1309
2024 Q4	$159	Hold	7	–	–	﹤0.01%	1159
2024 Q3	$174	Sell	7 -2	-22%	-$56	﹤0.01%	1241
2024 Q2	$239	Hold	9	–	–	﹤0.01%	1057
2024 Q1	$223	Hold	9	–	–	﹤0.01%	1222
2023 Q4	$241	Buy	+9	New	+$230	﹤0.01%	1246

Other funds holding MLKN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Abound Wealth Management's MLKN Position: Q1 2025 in Review

Abound Wealth Management sold out of MillerKnoll (MLKN) in Q1 2025, closing a stake of 7 shares — an estimated $159 sold.

Abound Wealth Management first reported a position in MLKN in Q4 2023 and held it in 5 quarters. The position peaked at $241 in Q4 2023. 214 funds tracked by Wall St. Rank hold MLKN as of Q1 2025.

Abound Wealth Management reported no remaining MillerKnoll position as of Q1 2025 after selling out during the quarter.
Abound Wealth Management sold 7 MillerKnoll shares in Q1 2025, an estimated $159.
Abound Wealth Management first reported a position in MillerKnoll in Q4 2023 and held it in 5 quarters.
Abound Wealth Management's MillerKnoll position peaked at $241 in Q4 2023.
214 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.