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Optimize Financial’s MillerKnoll MLKN Stock Holding History

Optimize Financial’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 		$363K Sell
17,760
-61
-0.3% -$977 0.13% 229
2026
Q1 		$258K Buy
17,821
+2,822
+19% +$55.5K 0.13% 270
2025
Q4 		$274K Buy
14,999
+212
+1% +$3.46K 0.14% 288
2025
Q3 		$262K Buy
+14,787
New +$299K 0.14% 307

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

Optimize Financial's MLKN Position: Q2 2026 in Review

Optimize Financial reduced its MillerKnoll (MLKN) stake by 0.34% in Q2 2026, selling an estimated $977 and leaving 17,760 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #229.

Optimize Financial first reported a position in MLKN in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

  • Optimize Financial held 17,760 shares of MillerKnoll worth $363K as of Q2 2026.
  • Optimize Financial sold 61 MillerKnoll shares in Q2 2026, an estimated $977.
  • MillerKnoll made up 0.13% of Optimize Financial's portfolio in Q2 2026, its #229 holding.
  • Optimize Financial first reported a position in MillerKnoll in Q3 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.