PWMG
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Private Wealth Management Group’s MillerKnoll MLKN Stock Holding History

Private Wealth Management Group’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 		$2.23K Hold
154
– – ﹤0.01% 1052
2025
Q4 		$2.82K Sell
154
-69
-31% -$1.13K ﹤0.01% 970
2025
Q3 		$3.96K Hold
223
– – ﹤0.01% 884
2025
Q2 		$4.33K Buy
223
+192
+619% +$3.27K ﹤0.01% 820
2025
Q1 		$594 Hold
31
– – ﹤0.01% 1370
2024
Q4 		$701 Hold
31
– – ﹤0.01% 1380
2024
Q3 		$768 Sell
31
-40
-56% -$1.11K ﹤0.01% 1346
2024
Q2 		$1.88K Hold
71
– – ﹤0.01% 1068
2024
Q1 		$1.76K Sell
71
-45
-39% -$1.27K ﹤0.01% 1029
2023
Q4 		$3.1K Buy
+116
New +$2.96K ﹤0.01% 793

Other funds holding MLKN

BlackRock
BlackRock New York $5.7T 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