Clearstead Trust’s Kohl's KSS Stock Holding History

Clearstead Trust’s Portfolio KSS Stock Details KSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-92	Closed	-$1.42K	–	1288
2025 Q3	$1.42K	Hold	92	–	–	﹤0.01%	1110
2025 Q2	$781	Sell	92 -105	-53%	-$807	﹤0.01%	1229
2025 Q1	$1.61K	Buy	+197	New	+$2.29K	﹤0.01%	790

Other funds holding KSS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Trust's KSS Position: Q4 2025 in Review

Clearstead Trust sold out of Kohl's (KSS) in Q4 2025, closing a stake of 92 shares — an estimated $1.42K sold.

Clearstead Trust first reported a position in KSS in Q1 2025 and held it in 3 quarters. The position peaked at $1.61K in Q1 2025. 376 funds tracked by Wall St. Rank hold KSS as of Q4 2025.

Clearstead Trust reported no remaining Kohl's position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 92 Kohl's shares in Q4 2025, an estimated $1.42K.
Clearstead Trust first reported a position in Kohl's in Q1 2025 and held it in 3 quarters.
Clearstead Trust's Kohl's position peaked at $1.61K in Q1 2025.
376 funds tracked by Wall St. Rank held Kohl's as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.