Orion Portfolio Solutions’s Kosmos Energy KOS Stock Holding History

Orion Portfolio Solutions’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 Q1	$111K	Buy	48,623 +30,570	+169%	+$90.2K	﹤0.01%	1845
2024 Q4	$61.7K	Sell	18,053 -4,865	-21%	-$18.5K	﹤0.01%	1805
2024 Q3	$92.4K	Buy	22,918 +7,728	+51%	+$37.6K	﹤0.01%	1749
2024 Q2	$84.2K	Sell	15,190 -2,887	-16%	-$16.8K	﹤0.01%	1690
2024 Q1	$108K	Sell	18,077 -56,523	-76%	-$340K	﹤0.01%	1651
2023 Q4	$505K	Buy	74,600 +30,835	+70%	+$216K	0.01%	1204
2023 Q3	$358K	Sell	43,765 -48,452	-53%	-$343K	﹤0.01%	1314
2023 Q2	$552K	Buy	92,217 +15,480	+20%	+$101K	0.01%	1180
2023 Q1	$571K	Buy	+76,737	New	+$562K	0.01%	1093
2020 Q3	–	Sell	-1,261	Closed	-$2K	–	1312
2020 Q2	$2K	Buy	1,261 +509	+68%	+$817	﹤0.01%	1783
2020 Q1	$1K	Buy	752 +78	+12%	+$310	﹤0.01%	1749
2019 Q4	$4K	Buy	+674	New	+$4.07K	﹤0.01%	1322

Other funds holding KOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Orion Portfolio Solutions's KOS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Kosmos Energy (KOS) stake by 169% in Q1 2025, buying an estimated $90.2K and bringing the position to 48,623 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Orion Portfolio Solutions first reported a position in KOS in Q4 2019 and has held it in 12 quarters since. The position peaked at $571K in Q1 2023. 252 funds tracked by Wall St. Rank hold KOS as of Q1 2025.

Orion Portfolio Solutions held 48,623 shares of Kosmos Energy worth $111K as of Q1 2025.
Orion Portfolio Solutions bought 30,570 Kosmos Energy shares in Q1 2025, an estimated $90.2K.
Kosmos Energy made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1845 holding.
Orion Portfolio Solutions first reported a position in Kosmos Energy in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Kosmos Energy position peaked at $571K in Q1 2023.
252 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.