HWA
KOS icon

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
Q2 		– Sell
-4,995
Closed -$13.9K – 716
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Heritage Wealth Advisors's KOS Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Kosmos Energy (KOS) in Q2 2026, closing a stake of 4,995 shares — an estimated $13.9K sold.

Heritage Wealth Advisors first reported a position in KOS in Q4 2025 and held it in 2 quarters. The position peaked at $13.9K in Q1 2026. 268 funds tracked by Wall St. Rank hold KOS as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Kosmos Energy position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 4,995 Kosmos Energy shares in Q2 2026, an estimated $13.9K.
  • Heritage Wealth Advisors first reported a position in Kosmos Energy in Q4 2025 and held it in 2 quarters.
  • Heritage Wealth Advisors's Kosmos Energy position peaked at $13.9K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.