Avior Wealth Management’s Koss Corp KOSS Stock Holding History

Avior Wealth Management’s Portfolio KOSS Stock Details KOSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$51	–	1609
2024 Q4	$51	Hold	7	–	–	﹤0.01%	2430
2024 Q3	$51	Hold	7	–	–	﹤0.01%	2278
2024 Q2	$31	Hold	7	–	–	﹤0.01%	2242
2024 Q1	$17	Hold	7	–	–	﹤0.01%	3712
2023 Q4	$23	Hold	7	–	–	﹤0.01%	1512
2023 Q3	$20	Hold	7	–	–	﹤0.01%	1581
2023 Q2	$25	Hold	7	–	–	﹤0.01%	1551
2023 Q1	$32	Hold	7	–	–	﹤0.01%	1612
2022 Q4	$34	Hold	7	–	–	﹤0.01%	1263
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1229
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1152
2022 Q1	$0	Hold	7	–	–	﹤0.01%	1171
2021 Q4	$0	Buy	+7	New	+$104	﹤0.01%	1165

Other funds holding KOSS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Geode Capital Management

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return