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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
Q2 		$30.1K Buy
1,471
+453
+44% +$7.25K ﹤0.01% 2145
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 – 2556
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
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

EverSource Wealth Advisors's MLKN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its MillerKnoll (MLKN) stake by 44% in Q2 2026, buying an estimated $7.25K and bringing the position to 1,471 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

EverSource Wealth Advisors first reported a position in MLKN in Q3 2022 and has held it in 15 quarters since. The position peaked at $37.3K in Q2 2024. 242 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

  • EverSource Wealth Advisors held 1,471 shares of MillerKnoll worth $30.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 453 MillerKnoll shares in Q2 2026, an estimated $7.25K.
  • MillerKnoll made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2145 holding.
  • EverSource Wealth Advisors first reported a position in MillerKnoll in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's MillerKnoll position peaked at $37.3K in Q2 2024.
  • 242 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.