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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 – 748
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 $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 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 $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mission Wealth Management's KOS Position: Q4 2025 in Review

Mission Wealth Management sold out of Kosmos Energy (KOS) in Q4 2025, closing a stake of 31,310 shares — an estimated $52K sold.

Mission Wealth Management first reported a position in KOS in Q1 2024 and held it in 7 quarters. The position peaked at $1.73M in Q1 2024. 210 funds tracked by Wall St. Rank hold KOS as of Q4 2025.

  • Mission Wealth Management reported no remaining Kosmos Energy position as of Q4 2025 after selling out during the quarter.
  • Mission Wealth Management sold 31,310 Kosmos Energy shares in Q4 2025, an estimated $52K.
  • Mission Wealth Management first reported a position in Kosmos Energy in Q1 2024 and held it in 7 quarters.
  • Mission Wealth Management's Kosmos Energy position peaked at $1.73M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Kosmos Energy as of Q4 2025.

Based on Mission Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.