Mascoma Wealth Management’s MillerKnoll MLKN Stock Holding History

Mascoma Wealth Management’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	–	Sell	-300	Closed	-$5.48K	–	532
2025 Q4	$5.48K	Hold	300	–	–	﹤0.01%	360
2025 Q3	$5.32K	Hold	300	–	–	﹤0.01%	370
2025 Q2	$5.83K	Hold	300	–	–	﹤0.01%	373
2025 Q1	$5.74K	Hold	300	–	–	﹤0.01%	386
2024 Q4	$6.78K	Hold	300	–	–	﹤0.01%	379
2024 Q3	$7.43K	Hold	300	–	–	﹤0.01%	351
2024 Q2	$7.95K	Hold	300	–	–	﹤0.01%	355
2024 Q1	$7.43K	Hold	300	–	–	﹤0.01%	344
2023 Q4	$8K	Hold	300	–	–	﹤0.01%	336
2023 Q3	$7.33K	Hold	300	–	–	﹤0.01%	349
2023 Q2	$5.93K	Hold	300	–	–	﹤0.01%	373
2023 Q1	$5.1K	Hold	300	–	–	﹤0.01%	479
2022 Q4	$6.3K	Hold	300	–	–	﹤0.01%	460
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	480
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	450
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	441
2021 Q4	$12K	Hold	300	–	–	﹤0.01%	384
2021 Q3	$11K	Buy	+300	New	+$12.9K	﹤0.01%	340
2021 Q2	–	Sell	-300	Closed	-$12K	–	321
2021 Q1	$12K	Buy	+300	New	+$11.5K	0.01%	336
2019 Q3	–	Sell	-300	Closed	-$13K	–	245
2019 Q2	$13K	Hold	300	–	–	0.01%	251
2019 Q1	$11K	Buy	+300	New	+$10.5K	0.01%	262

Other funds holding MLKN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mascoma Wealth Management's MLKN Position: Q1 2026 in Review

Mascoma Wealth Management sold out of MillerKnoll (MLKN) in Q1 2026, closing a stake of 300 shares — an estimated $5.48K sold.

Mascoma Wealth Management first reported a position in MLKN in Q1 2019 and held it in 21 quarters. The position peaked at $13K in Q2 2019. 231 funds tracked by Wall St. Rank hold MLKN as of Q1 2026.

Mascoma Wealth Management reported no remaining MillerKnoll position as of Q1 2026 after selling out during the quarter.
Mascoma Wealth Management sold 300 MillerKnoll shares in Q1 2026, an estimated $5.48K.
Mascoma Wealth Management first reported a position in MillerKnoll in Q1 2019 and held it in 21 quarters.
Mascoma Wealth Management's MillerKnoll position peaked at $13K in Q2 2019.
231 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.