Creative Planning
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Creative Planning’s MillerKnoll MLKN Stock Holding History

Creative Planning’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 		$488K Buy
33,769
+1,404
+4% +$27.6K ﹤0.01% 3050
2025
Q4 		$592K Buy
32,365
+15,409
+91% +$251K ﹤0.01% 2690
2025
Q3 		$301K Buy
16,956
+5,056
+42% +$102K ﹤0.01% 3142
2025
Q2 		$231K Buy
11,900
+227
+2% +$3.87K ﹤0.01% 3113
2025
Q1 		$223K Buy
11,673
+9,042
+344% +$192K ﹤0.01% 2975
2024
Q4 		$59.4K Sell
2,631
-10,581
-80% -$256K ﹤0.01% 3226
2024
Q3 		$327K Sell
13,212
-871
-6% -$24.2K ﹤0.01% 2452
2024
Q2 		$373K Buy
14,083
+3,649
+35% +$96K ﹤0.01% 2184
2024
Q1 		$258K Sell
10,434
-1,684
-14% -$47.4K ﹤0.01% 2372
2023
Q4 		$323K Buy
12,118
+1,818
+18% +$46.4K ﹤0.01% 2037
2023
Q3 		$252K Buy
+10,300
New +$193K ﹤0.01% 2079
2017
Q3 		– Sell
-1,700
Closed -$52K – 2982
2017
Q2 		$52K Buy
+1,700
New +$54.2K ﹤0.01% 2480
2016
Q1 		– Sell
-37
Closed -$1K – 4452
2015
Q4 		$1K Buy
37
+15
+68% +$461 ﹤0.01% 4224
2015
Q3 		$1K Buy
+22
New +$619 ﹤0.01% 4114
2014
Q4 		– Sell
-24
Closed -$1K – 4272
2014
Q3 		$1K Buy
+24
New +$721 ﹤0.01% 3843

Other funds holding MLKN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return