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Sheets Smith Wealth Management’s Kosmos Energy KOS Stock Holding History

Sheets Smith 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
Q3 		– Sell
-70,185
Closed -$121K – 414
2025
Q2 		$121K Buy
70,185
+3,470
+5% +$6.28K 0.01% 392
2025
Q1 		$152K Sell
66,715
-460
-0.7% -$1.36K 0.02% 347
2024
Q4 		$230K Buy
67,175
+2,440
+4% +$9.28K 0.03% 356
2024
Q3 		$261K Buy
64,735
+25,290
+64% +$123K 0.03% 333
2024
Q2 		$219K Buy
+39,445
New +$230K 0.03% 354

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's KOS Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Kosmos Energy (KOS) in Q3 2025, closing a stake of 70,185 shares — an estimated $121K sold.

Sheets Smith Wealth Management first reported a position in KOS in Q2 2024 and held it in 5 quarters. The position peaked at $261K in Q3 2024. 235 funds tracked by Wall St. Rank hold KOS as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining Kosmos Energy position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 70,185 Kosmos Energy shares in Q3 2025, an estimated $121K.
  • Sheets Smith Wealth Management first reported a position in Kosmos Energy in Q2 2024 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Kosmos Energy position peaked at $261K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Kosmos Energy as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.