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 Q2	$3.15K	Hold	154	–	–	﹤0.01%	1017
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 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

Private Wealth Management Group's MLKN Position: Q2 2026 in Review

Private Wealth Management Group held its MillerKnoll (MLKN) position steady in Q2 2026 at 154 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Private Wealth Management Group first reported a position in MLKN in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.33K in Q2 2025. 242 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

Private Wealth Management Group held 154 shares of MillerKnoll worth $3.15K as of Q2 2026.
Private Wealth Management Group left its MillerKnoll share count unchanged in Q2 2026.
MillerKnoll made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1017 holding.
Private Wealth Management Group first reported a position in MillerKnoll in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's MillerKnoll position peaked at $4.33K in Q2 2025.
242 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.