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Guardian Wealth Management (Illinois)’s Koss Corp KOSS Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-7
Closed -$33 – 139
2025
Q1 		$33 Buy
7
+1
+17% +$6 ﹤0.01% 223
2024
Q4 		$44 Buy
6
+5
+500% +$37 ﹤0.01% 226
2024
Q3 		$7 Buy
+1
New +$8 ﹤0.01% 237

Other funds holding KOSS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s KOSS Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Koss Corp (KOSS) in Q2 2025, closing a stake of 7 shares — an estimated $33 sold.

Guardian Wealth Management (Illinois) first reported a position in KOSS in Q3 2024 and held it in 3 quarters. The position peaked at $44 in Q4 2024. 20 funds tracked by Wall St. Rank hold KOSS as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Koss Corp position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 7 Koss Corp shares in Q2 2025, an estimated $33.
  • Guardian Wealth Management (Illinois) first reported a position in Koss Corp in Q3 2024 and held it in 3 quarters.
  • Guardian Wealth Management (Illinois)'s Koss Corp position peaked at $44 in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Koss Corp as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.