Root Financial Partners’s MillerKnoll MLKN Stock Holding History

Root Financial Partners’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	–	Sell	-139	Closed	-$2.01K	–	2082
2026 Q1	$2.01K	Buy	+139	New	+$2.73K	﹤0.01%	2316

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

Root Financial Partners's MLKN Position: Q2 2026 in Review

Root Financial Partners sold out of MillerKnoll (MLKN) in Q2 2026, closing a stake of 139 shares — an estimated $2.01K sold.

Root Financial Partners first reported a position in MLKN in Q1 2026 and held it in 1 quarter. The position peaked at $2.01K in Q1 2026. 242 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

Root Financial Partners reported no remaining MillerKnoll position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 139 MillerKnoll shares in Q2 2026, an estimated $2.01K.
Root Financial Partners first reported a position in MillerKnoll in Q1 2026 and held it in 1 quarter.
Root Financial Partners's MillerKnoll position peaked at $2.01K in Q1 2026.
242 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.