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Bailard’s MillerKnoll MLKN Stock Holding History

Bailard’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
Q3 		$360K Buy
+18,300
New +$402K 0.01% 563
2024
Q3 		– Sell
-7,800
Closed -$207K – 775
2024
Q2 		$207K Buy
+7,800
New +$205K 0.01% 670
2024
Q1 		– Sell
-7,600
Closed -$203K – 783
2023
Q4 		$203K Buy
+7,600
New +$194K 0.01% 661
2022
Q1 		– Sell
-5,800
Closed -$227K – 780
2021
Q4 		$227K Sell
5,800
-785
-12% -$30.5K 0.01% 643
2021
Q3 		$248K Buy
6,585
+785
+14% +$33.7K 0.01% 608
2021
Q2 		$273K Sell
5,800
-3,070
-35% -$139K 0.01% 569
2021
Q1 		$365K Buy
+8,870
New +$339K 0.01% 459
2020
Q4 		– Sell
-8,558
Closed -$258K – 659
2020
Q3 		$258K Buy
+8,558
New +$212K 0.01% 412
2019
Q1 		– Sell
-16,025
Closed -$485K – 573
2018
Q4 		$485K Sell
16,025
-1,300
-8% -$43.2K 0.03% 301
2018
Q3 		$665K Hold
17,325
– – 0.04% 289
2018
Q2 		$587K Buy
17,325
+500
+3% +$16.5K 0.04% 324
2018
Q1 		$538K Buy
+16,825
New +$637K 0.03% 309

Other funds holding MLKN

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's MLKN Position: Q3 2026 in Review

Bailard opened a new position in MillerKnoll (MLKN) in Q3 2026: 18,300 shares worth $360K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Bailard previously reported a position in MLKN as recently as Q2 2024.

Bailard first reported a position in MLKN in Q1 2018 and has held it in 12 quarters since. The position peaked at $665K in Q3 2018. 14 funds tracked by Wall St. Rank hold MLKN as of Q3 2026.

  • Bailard held 18,300 shares of MillerKnoll worth $360K as of Q3 2026.
  • MillerKnoll was a new Bailard position in Q3 2026.
  • MillerKnoll made up 0.01% of Bailard's portfolio in Q3 2026, its #563 holding.
  • Bailard first reported a position in MillerKnoll in Q1 2018 and has held it in 12 quarters since.
  • Bailard's MillerKnoll position peaked at $665K in Q3 2018.
  • 14 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.