SageView Advisory Group’s Koss Corp KOSS Stock Holding History

SageView Advisory Group’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
2026 Q1	–	Sell	-5,000	Closed	-$20.7K	–	1588
2025 Q4	$20.7K	Buy	+5,000	New	+$24K	﹤0.01%	1442

Other funds holding KOSS

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

SageView Advisory Group's KOSS Position: Q1 2026 in Review

SageView Advisory Group sold out of Koss Corp (KOSS) in Q1 2026, closing a stake of 5,000 shares — an estimated $20.7K sold.

SageView Advisory Group first reported a position in KOSS in Q4 2025 and held it in 1 quarter. The position peaked at $20.7K in Q4 2025. 23 funds tracked by Wall St. Rank hold KOSS as of Q1 2026.

SageView Advisory Group reported no remaining Koss Corp position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 5,000 Koss Corp shares in Q1 2026, an estimated $20.7K.
SageView Advisory Group first reported a position in Koss Corp in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Koss Corp position peaked at $20.7K in Q4 2025.
23 funds tracked by Wall St. Rank held Koss Corp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.