ViaWealth’s Kohl's KSS Stock Holding History

ViaWealth’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	-12,588	Closed	-$193K	–	158
2025 Q3	$193K	Sell	12,588 -410	-3%	-$5.46K	0.11%	157
2025 Q2	$110K	Buy	12,998 +873	+7%	+$6.71K	0.07%	148
2025 Q1	$99.2K	Sell	12,125 -496	-4%	-$5.76K	0.06%	148
2024 Q4	$177K	Sell	12,621 -12,692	-50%	-$219K	0.11%	144
2024 Q3	$534K	Sell	25,313 -1,230	-5%	-$25.1K	0.31%	104
2024 Q2	$610K	Sell	26,543 -1,519	-5%	-$36.7K	0.38%	80
2024 Q1	$818K	Buy	28,062 +2,675	+11%	+$71.8K	0.51%	62
2023 Q4	$728K	Buy	25,387 +4,387	+21%	+$103K	0.5%	69
2023 Q3	$440K	Buy	+21,000	New	+$530K	0.32%	101

Other funds holding KSS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

American Century Companies

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 $761B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

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