Marshall Wace’s Koss Corp KOSS Stock Holding History

Marshall Wace’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	-60,580	Closed	-$447K	–	2883
2024 Q4	$447K	Buy	+60,580	New	+$444K	﹤0.01%	2082
2022 Q1	–	Sell	-3,238	Closed	-$33K	–	3691
2021 Q4	$33K	Buy	+3,238	New	+$48.1K	﹤0.01%	3639

Other funds holding KOSS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Marshall Wace's KOSS Position: Q1 2025 in Review

Marshall Wace sold out of Koss Corp (KOSS) in Q1 2025, closing a stake of 60,580 shares — an estimated $447K sold.

Marshall Wace first reported a position in KOSS in Q4 2021 and held it in 2 quarters. The position peaked at $447K in Q4 2024. 22 funds tracked by Wall St. Rank hold KOSS as of Q1 2025.

Marshall Wace reported no remaining Koss Corp position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 60,580 Koss Corp shares in Q1 2025, an estimated $447K.
Marshall Wace first reported a position in Koss Corp in Q4 2021 and held it in 2 quarters.
Marshall Wace's Koss Corp position peaked at $447K in Q4 2024.
22 funds tracked by Wall St. Rank held Koss Corp as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.