Summit Wealth Group (Colorado)’s Kohl's KSS Stock Holding History

Summit Wealth Group (Colorado)’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
2025 Q4	–	Sell	-4,036	Closed	-$969K	–	370
2025 Q3	$969K	Buy	+4,036	New	+$53.8K	0.15%	98

Other funds holding KSS

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Wealth Group (Colorado)'s KSS Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Kohl's (KSS) in Q4 2025, closing a stake of 4,036 shares — an estimated $969K sold.

Summit Wealth Group (Colorado) first reported a position in KSS in Q3 2025 and held it in 1 quarter. The position peaked at $969K in Q3 2025. 376 funds tracked by Wall St. Rank hold KSS as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Kohl's position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 4,036 Kohl's shares in Q4 2025, an estimated $969K.
Summit Wealth Group (Colorado) first reported a position in Kohl's in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Kohl's position peaked at $969K in Q3 2025.
376 funds tracked by Wall St. Rank held Kohl's as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.