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
Q2 		$868K Buy
42,406
+8,637
+26% +$138K ﹤0.01% 2765
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 – 4451
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 – 4271
2014
Q3 		$1K Buy
+24
New +$721 ﹤0.01% 3843

Other funds holding MLKN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Planning's MLKN Position: Q2 2026 in Review

Creative Planning increased its MillerKnoll (MLKN) stake by 26% in Q2 2026, buying an estimated $138K and bringing the position to 42,406 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #2765.

Creative Planning first reported a position in MLKN in Q3 2014 and has held it in 16 quarters since. 243 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

  • Creative Planning held 42,406 shares of MillerKnoll worth $868K as of Q2 2026.
  • Creative Planning bought 8,637 MillerKnoll shares in Q2 2026, an estimated $138K.
  • MillerKnoll made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2765 holding.
  • Creative Planning first reported a position in MillerKnoll in Q3 2014 and has held it in 16 quarters since.
  • 243 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.