MWM
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Mission Wealth Management’s Kosmos Energy KOS Stock Holding History

Mission Wealth Management’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
2025
Q4 		– Sell
-31,310
Closed -$52K – 749
2025
Q3 		$52K Buy
31,310
+638
+2% +$1.19K ﹤0.01% 696
2025
Q2 		$52.8K Sell
30,672
-106
-0.3% -$192 ﹤0.01% 677
2025
Q1 		$70.2K Sell
30,778
-185
-0.6% -$546 ﹤0.01% 661
2024
Q4 		$106K Buy
30,963
+185
+0.6% +$704 ﹤0.01% 644
2024
Q3 		$124K Buy
30,778
+106
+0.3% +$516 ﹤0.01% 655
2024
Q2 		$170K Sell
30,672
-260,021
-89% -$1.52M ﹤0.01% 627
2024
Q1 		$1.73M Buy
+290,693
New +$1.75M 0.05% 201

Other funds holding KOS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return