Rockwood Wealth Management’s MillerKnoll MLKN Stock Holding History

Rockwood Wealth 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
2025 Q1	–	Sell	-9,729	Closed	-$217K	–	101
2024 Q4	$217K	Hold	9,729	–	–	0.02%	88
2024 Q3	$241K	Hold	9,729	–	–	0.03%	77
2024 Q2	$258K	Hold	9,729	–	–	0.03%	71
2024 Q1	$241K	Hold	9,729	–	–	0.03%	72
2023 Q4	$260K	Hold	9,729	–	–	0.04%	66
2023 Q3	$238K	Buy	+9,729	New	+$182K	0.04%	60
2023 Q1	–	Sell	-9,729	Closed	-$204K	–	72
2022 Q4	$204K	Buy	+9,729	New	+$195K	0.05%	66
2022 Q3	–	Sell	-9,729	Closed	-$256K	–	75
2022 Q2	$256K	Buy	+9,729	New	+$295K	0.12%	60
2022 Q1	–	Sell	-9,729	Closed	-$381K	–	104
2021 Q4	$381K	Buy	+9,729	New	+$379K	0.17%	72

Other funds holding MLKN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Rockwood Wealth Management's MLKN Position: Q1 2025 in Review

Rockwood Wealth Management sold out of MillerKnoll (MLKN) in Q1 2025, closing a stake of 9,729 shares — an estimated $217K sold.

Rockwood Wealth Management first reported a position in MLKN in Q4 2021 and held it in 9 quarters. The position peaked at $381K in Q4 2021. 214 funds tracked by Wall St. Rank hold MLKN as of Q1 2025.

Rockwood Wealth Management reported no remaining MillerKnoll position as of Q1 2025 after selling out during the quarter.
Rockwood Wealth Management sold 9,729 MillerKnoll shares in Q1 2025, an estimated $217K.
Rockwood Wealth Management first reported a position in MillerKnoll in Q4 2021 and held it in 9 quarters.
Rockwood Wealth Management's MillerKnoll position peaked at $381K in Q4 2021.
214 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2025.

Based on Rockwood Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.