Polen Capital Management
MLKN icon

Polen Capital Management’s MillerKnoll MLKN Stock Holding History

Polen Capital 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
Q2 		$255K Sell
12,466
-13,839
-53% -$222K ﹤0.01% 209
2026
Q1 		$380K Buy
+26,305
New +$517K ﹤0.01% 191

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Vanguard Capital Management
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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

Polen Capital Management's MLKN Position: Q2 2026 in Review

Polen Capital Management reduced its MillerKnoll (MLKN) stake by 53% in Q2 2026, selling an estimated $222K and leaving 12,466 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Polen Capital Management first reported a position in MLKN in Q1 2026 and has held it in 2 quarters since. The position peaked at $380K in Q1 2026. 242 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

  • Polen Capital Management held 12,466 shares of MillerKnoll worth $255K as of Q2 2026.
  • Polen Capital Management sold 13,839 MillerKnoll shares in Q2 2026, an estimated $222K.
  • MillerKnoll made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #209 holding.
  • Polen Capital Management first reported a position in MillerKnoll in Q1 2026 and has held it in 2 quarters since.
  • Polen Capital Management's MillerKnoll position peaked at $380K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.