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Heritage Wealth Advisors’s Kosmos Energy KOS Stock Holding History

Heritage Wealth Advisors’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Hold
4,995
– – ﹤0.01% 485
2025
Q4 		$4.53K Buy
+4,995
New +$6.58K ﹤0.01% 503

Other funds holding KOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heritage Wealth Advisors's KOS Position: Q1 2026 in Review

Heritage Wealth Advisors held its Kosmos Energy (KOS) position steady in Q1 2026 at 4,995 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Heritage Wealth Advisors first reported a position in KOS in Q4 2025 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold KOS as of Q1 2026.

  • Heritage Wealth Advisors held 4,995 shares of Kosmos Energy worth $13.9K as of Q1 2026.
  • Heritage Wealth Advisors left its Kosmos Energy share count unchanged in Q1 2026.
  • Kosmos Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #485 holding.
  • Heritage Wealth Advisors first reported a position in Kosmos Energy in Q4 2025 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.