Heck Capital Advisors’s Koss Corp KOSS Stock Holding History

Heck Capital Advisors’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	-1,000	Closed	-$7.38K	–	539
2024 Q4	$7.38K	Buy	+1,000	New	+$7.32K	﹤0.01%	554

Other funds holding KOSS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Heck Capital Advisors's KOSS Position: Q1 2025 in Review

Heck Capital Advisors sold out of Koss Corp (KOSS) in Q1 2025, closing a stake of 1,000 shares — an estimated $7.38K sold.

Heck Capital Advisors first reported a position in KOSS in Q4 2024 and held it in 1 quarter. The position peaked at $7.38K in Q4 2024. 22 funds tracked by Wall St. Rank hold KOSS as of Q1 2025.

Heck Capital Advisors reported no remaining Koss Corp position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,000 Koss Corp shares in Q1 2025, an estimated $7.38K.
Heck Capital Advisors first reported a position in Koss Corp in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Koss Corp position peaked at $7.38K in Q4 2024.
22 funds tracked by Wall St. Rank held Koss Corp as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.