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Wealthspire Advisors (New York)’s MillerKnoll MLKN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-69
Closed -$1.22K – 2157
2025
Q3 		$1.22K Buy
+69
New +$1.4K ﹤0.01% 2712

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DRZID
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s MLKN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MillerKnoll (MLKN) in Q4 2025, closing a stake of 69 shares — an estimated $1.22K sold.

Wealthspire Advisors (New York) first reported a position in MLKN in Q3 2025 and held it in 1 quarter. The position peaked at $1.22K in Q3 2025. 225 funds tracked by Wall St. Rank hold MLKN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MillerKnoll position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 69 MillerKnoll shares in Q4 2025, an estimated $1.22K.
  • Wealthspire Advisors (New York) first reported a position in MillerKnoll in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MillerKnoll position peaked at $1.22K in Q3 2025.
  • 225 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.