LRI Investments’s MillerKnoll MLKN Stock Holding History

LRI Investments’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	$9.11K	Hold	445	–	–	﹤0.01%	983
2026 Q1	$6.43K	Buy	445 +33	+8%	+$649	﹤0.01%	1014
2025 Q4	$7.53K	Hold	412	–	–	﹤0.01%	944
2025 Q3	$7.31K	Hold	412	–	–	﹤0.01%	944
2025 Q2	$8K	Buy	412 +129	+46%	+$2.2K	﹤0.01%	898
2025 Q1	$5.42K	Hold	283	–	–	﹤0.01%	926
2024 Q4	$6.39K	Hold	283	–	–	﹤0.01%	872
2024 Q3	$6.81K	Hold	283	–	–	﹤0.01%	865
2024 Q2	$7.5K	Buy	+283	New	+$7.45K	﹤0.01%	805

Other funds holding MLKN

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM