Pinnacle Wealth Planning Services’s MillerKnoll MLKN Stock Holding History

Pinnacle Wealth Planning Services’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	$20.6K	Sell	1,007 -813	-45%	-$13K	﹤0.01%	1768
2026 Q1	$26.3K	Buy	1,820 +1,443	+383%	+$28.4K	﹤0.01%	1547
2025 Q4	$6.89K	Buy	+377	New	+$6.15K	﹤0.01%	2173
2021 Q1	–	Sell	-1,109	Closed	-$37K	–	1308
2020 Q4	$37K	Buy	+1,109	New	+$38.6K	0.01%	924

Other funds holding MLKN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Pinnacle Wealth Planning Services's MLKN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its MillerKnoll (MLKN) stake by 45% in Q2 2026, selling an estimated $13K and leaving 1,007 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Pinnacle Wealth Planning Services first reported a position in MLKN in Q4 2020 and has held it in 4 quarters since. The position peaked at $37K in Q4 2020. 242 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

Pinnacle Wealth Planning Services held 1,007 shares of MillerKnoll worth $20.6K as of Q2 2026.
Pinnacle Wealth Planning Services sold 813 MillerKnoll shares in Q2 2026, an estimated $13K.
MillerKnoll made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1768 holding.
Pinnacle Wealth Planning Services first reported a position in MillerKnoll in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's MillerKnoll position peaked at $37K in Q4 2020.
242 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.