Carson Wealth (CWM LLC)’s MillerKnoll MLKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $195K | Buy |
13,481
+8,083
| +150% | +$159K | ﹤0.01% | 2763 |
|
|
2025
Q4 | $99K | Buy |
5,398
+232
| +4% | +$3.78K | ﹤0.01% | 3070 |
|
|
2025
Q3 | $92K | Buy |
5,166
+94
| +2% | +$1.9K | ﹤0.01% | 3047 |
|
|
2025
Q2 | $99K | Buy |
5,072
+3,937
| +347% | +$67.1K | ﹤0.01% | 2734 |
|
|
2025
Q1 | $22K | Sell |
1,135
-106
| -9% | -$2.25K | ﹤0.01% | 3608 |
|
|
2024
Q4 | $28K | Buy |
1,241
+137
| +12% | +$3.31K | ﹤0.01% | 3226 |
|
|
2024
Q3 | $27K | Buy |
1,104
+29
| +3% | +$806 | ﹤0.01% | 3178 |
|
|
2024
Q2 | $28K | Buy |
1,075
+221
| +26% | +$5.81K | ﹤0.01% | 2893 |
|
|
2024
Q1 | $21K | Buy |
854
+8
| +0.9% | +$225 | ﹤0.01% | 2879 |
|
|
2023
Q4 | $23K | Sell |
846
-40
| -5% | -$1.02K | ﹤0.01% | 2693 |
|
|
2023
Q3 | $22K | Buy |
886
+249
| +39% | +$4.66K | ﹤0.01% | 2629 |
|
|
2023
Q2 | $9K | Sell |
637
-650
| -51% | -$10.4K | ﹤0.01% | 3140 |
|
|
2023
Q1 | $26K | Buy |
1,287
+106
| +9% | +$2.38K | ﹤0.01% | 2323 |
|
|
2022
Q4 | $25K | Buy |
1,181
+152
| +15% | +$3.04K | ﹤0.01% | 2208 |
|
|
2022
Q3 | $16K | Buy |
1,029
+873
| +560% | +$24K | ﹤0.01% | 2385 |
|
|
2022
Q2 | $4K | Sell |
156
-19
| -11% | -$576 | ﹤0.01% | 3102 |
|
|
2022
Q1 | $6K | Buy |
175
+106
| +154% | +$3.91K | ﹤0.01% | 2763 |
|
|
2021
Q4 | $3K | Buy |
+69
| New | +$2.69K | ﹤0.01% | 2997 |
|
|
2021
Q2 | $30K | Hold |
633
| – | – | ﹤0.01% | 1619 |
|
|
2021
Q1 | $30K | Hold |
633
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q4 | $30K | Hold |
633
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q3 | $30K | Hold |
633
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q2 | $30K | Hold |
633
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q1 | $30K | Hold |
633
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q4 | $30K | Hold |
633
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q3 | $30K | Hold |
633
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q2 | $30K | Hold |
633
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q1 | $30K | Buy |
+633
| New | +$22.1K | ﹤0.01% | 1619 |
|
|
2014
Q1 | – | Sell |
-185
| Closed | -$5K | – | 362 |
|
|
2013
Q4 | $5K | Buy |
185
+50
| +37% | +$1.5K | ﹤0.01% | 519 |
|
|
2013
Q3 | $4K | Buy |
+135
| New | +$3.75K | ﹤0.01% | 401 |
|
Other funds holding MLKN
DRZID
Carson Wealth (CWM LLC)'s MLKN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its MillerKnoll (MLKN) stake by 150% in Q1 2026, buying an estimated $159K and bringing the position to 13,481 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.
Carson Wealth (CWM LLC) first reported a position in MLKN in Q3 2013 and has held it in 30 quarters since. 231 funds tracked by Wall St. Rank hold MLKN as of Q1 2026.
- Carson Wealth (CWM LLC) held 13,481 shares of MillerKnoll worth $195K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 8,083 MillerKnoll shares in Q1 2026, an estimated $159K.
- MillerKnoll made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2763 holding.
- Carson Wealth (CWM LLC) first reported a position in MillerKnoll in Q3 2013 and has held it in 30 quarters since.
- 231 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.