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Institute for Wealth Management’s Kohl's KSS Stock Holding History

Institute for Wealth Management’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
2026
Q2 		$2.57K Buy
+145
New +$2.15K ﹤0.01% 1557
2020
Q1 		– Sell
-5,229
Closed -$266K – 563
2019
Q4 		$266K Buy
+5,229
New +$266K 0.06% 369

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Institute for Wealth Management's KSS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Kohl's (KSS) in Q2 2026: 145 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #1557 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in KSS as recently as Q4 2019.

Institute for Wealth Management first reported a position in KSS in Q4 2019 and has held it in 2 quarters since. The position peaked at $266K in Q4 2019. 368 funds tracked by Wall St. Rank hold KSS as of Q2 2026.

  • Institute for Wealth Management held 145 shares of Kohl's worth $2.57K as of Q2 2026.
  • Kohl's was a new Institute for Wealth Management position in Q2 2026.
  • Kohl's made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1557 holding.
  • Institute for Wealth Management first reported a position in Kohl's in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's Kohl's position peaked at $266K in Q4 2019.
  • 368 funds tracked by Wall St. Rank held Kohl's as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.