Allworth Financial’s MillerKnoll MLKN Stock Holding History

Allworth Financial’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
2026 Q1	$10.1K	Buy	701 +580	+479%	+$11.4K	﹤0.01%	3493
2025 Q4	$2.21K	Buy	121 +37	+44%	+$603	﹤0.01%	4083
2025 Q3	$1.49K	Buy	84 +18	+27%	+$364	﹤0.01%	4127
2025 Q2	$1.28K	Buy	66 +6	+10%	+$102	﹤0.01%	3889
2025 Q1	$985	Buy	60 +14	+30%	+$298	﹤0.01%	3473
2024 Q4	$1.01K	Hold	46	–	–	﹤0.01%	3391
2024 Q3	$1.14K	Hold	46	–	–	﹤0.01%	3176
2024 Q2	$1.31K	Hold	46	–	–	﹤0.01%	3075
2024 Q1	$1.14K	Sell	46 -19	-29%	-$535	﹤0.01%	3039
2023 Q4	$1.74K	Buy	65 +19	+41%	+$485	﹤0.01%	2738
2023 Q3	$1.13K	Buy	46 +33	+254%	+$617	﹤0.01%	2804
2023 Q2	$193	Buy	13 +3	+30%	+$48	﹤0.01%	3108
2023 Q1	$205	Sell	10 -325	-97%	-$7.31K	﹤0.01%	3006
2022 Q4	$7.04K	Buy	+335	New	+$6.71K	﹤0.01%	1792
2022 Q3	–	Sell	-7	Closed	–	–	2927
2022 Q2	$0	Buy	+7	New	+$212	﹤0.01%	2639

Other funds holding MLKN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management

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

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

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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