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Wealth Preservation Advisors’s MillerKnoll MLKN Stock Holding History

Wealth Preservation Advisors’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
-15
Closed -$217 – 598
2026
Q1 		$217 Buy
+15
New +$295 ﹤0.01% 875

Other funds holding MLKN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Wealth Preservation Advisors's MLKN Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of MillerKnoll (MLKN) in Q2 2026, closing a stake of 15 shares — an estimated $217 sold.

Wealth Preservation Advisors first reported a position in MLKN in Q1 2026 and held it in 1 quarter. The position peaked at $217 in Q1 2026. 242 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining MillerKnoll position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 15 MillerKnoll shares in Q2 2026, an estimated $217.
  • Wealth Preservation Advisors first reported a position in MillerKnoll in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's MillerKnoll position peaked at $217 in Q1 2026.
  • 242 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.