Kozak & Associates’s Wipro WIT Stock Holding History

Kozak & Associates’s Portfolio WIT Stock Details WIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1	Closed	-$3	–	499
2025 Q2	$3	Hold	1	–	–	﹤0.01%	461
2025 Q1	$3	Hold	1	–	–	﹤0.01%	454
2024 Q4	$3	Buy	+1	New	+$3	﹤0.01%	433

Other funds holding WIT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Kozak & Associates's WIT Position: Q3 2025 in Review

Kozak & Associates sold out of Wipro (WIT) in Q3 2025, closing a stake of 1 share — an estimated $3 sold.

Kozak & Associates first reported a position in WIT in Q4 2024 and held it in 3 quarters. The position peaked at $3 in Q2 2025. 287 funds tracked by Wall St. Rank hold WIT as of Q3 2025.

Kozak & Associates reported no remaining Wipro position as of Q3 2025 after selling out during the quarter.
Kozak & Associates sold 1 Wipro share in Q3 2025, an estimated $3.
Kozak & Associates first reported a position in Wipro in Q4 2024 and held it in 3 quarters.
Kozak & Associates's Wipro position peaked at $3 in Q2 2025.
287 funds tracked by Wall St. Rank held Wipro as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.