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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimize Financial's MLKN Position: Q1 2026 in Review

Optimize Financial increased its MillerKnoll (MLKN) stake by 19% in Q1 2026, buying an estimated $55.5K and bringing the position to 17,821 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #270.

Optimize Financial first reported a position in MLKN in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 231 funds tracked by Wall St. Rank hold MLKN as of Q1 2026.

  • Optimize Financial held 17,821 shares of MillerKnoll worth $258K as of Q1 2026.
  • Optimize Financial bought 2,822 MillerKnoll shares in Q1 2026, an estimated $55.5K.
  • MillerKnoll made up 0.13% of Optimize Financial's portfolio in Q1 2026, its #270 holding.
  • Optimize Financial first reported a position in MillerKnoll in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's MillerKnoll position peaked at $274K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.