EverSource Wealth Advisors’s MillerKnoll MLKN Stock Holding History

EverSource Wealth Advisors’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	$14.7K	Buy	1,018 +293	+40%	+$5.76K	﹤0.01%	2693
2025 Q4	$13.3K	Buy	725 +275	+61%	+$4.48K	﹤0.01%	2653
2025 Q3	$7.98K	Sell	450 -494	-52%	-$10K	﹤0.01%	2943
2025 Q2	$18.3K	Buy	944 +824	+687%	+$14.1K	﹤0.01%	2365
2025 Q1	$2.3K	Buy	120 +65	+118%	+$1.38K	﹤0.01%	2861
2024 Q4	$1.24K	Sell	55 -1,146	-95%	-$27.7K	﹤0.01%	2890
2024 Q3	$29.7K	Hold	1,201	–	–	﹤0.01%	1285
2024 Q2	$37.3K	Buy	1,201 +862	+254%	+$22.7K	﹤0.01%	1236
2024 Q1	$8.62K	Hold	339	–	–	﹤0.01%	1773
2023 Q4	$9.04K	Buy	339 +159	+88%	+$4.06K	﹤0.01%	1597
2023 Q3	$4.4K	Buy	+180	New	+$3.37K	﹤0.01%	1750
2023 Q2	–	Sell	-422	Closed	-$8.63K	–	2563
2023 Q1	$8.63K	Buy	422 +298	+240%	+$6.7K	﹤0.01%	1427
2022 Q4	$2.6K	Buy	124 +20	+19%	+$400	﹤0.01%	1830
2022 Q3	$2K	Buy	+104	New	+$2.86K	﹤0.01%	1699

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