AF
AOS icon

Allworth Financial’s A.O. Smith AOS Stock Holding History

Allworth Financial’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.7K Sell
1,118
-297
-21% -$21.4K ﹤0.01% 2058
2025
Q4 		$94.6K Buy
1,415
+544
+62% +$36.8K ﹤0.01% 1790
2025
Q3 		$63.9K Buy
871
+173
+25% +$12.3K ﹤0.01% 1955
2025
Q2 		$45.8K Buy
698
+399
+133% +$26.1K ﹤0.01% 1996
2025
Q1 		$19.5K Sell
299
-34
-10% -$2.3K ﹤0.01% 2093
2024
Q4 		$23.6K Sell
333
-27
-8% -$2.04K ﹤0.01% 1994
2024
Q3 		$32.4K Sell
360
-45
-11% -$3.72K ﹤0.01% 1604
2024
Q2 		$35.6K Buy
405
+102
+34% +$8.63K ﹤0.01% 1538
2024
Q1 		$27.1K Sell
303
-22
-7% -$1.81K ﹤0.01% 1595
2023
Q4 		$26.8K Buy
325
+66
+25% +$4.87K ﹤0.01% 1480
2023
Q3 		$17.1K Sell
259
-17,353
-99% -$1.23M ﹤0.01% 1620
2023
Q2 		$1.28M Hold
17,612
– – 0.01% 345
2023
Q1 		$1.22M Buy
17,612
+8
+0% +$520 0.01% 331
2022
Q4 		$1.01M Buy
+17,604
New +$984K 0.01% 343
2022
Q3 		– Sell
-19
Closed -$1K – 2639
2022
Q2 		$1K Buy
+19
New +$1.14K ﹤0.01% 2077
2021
Q3 		– Sell
-7
Closed -$1K – 1848
2021
Q2 		$1K Buy
+7
New +$483 ﹤0.01% 1439
2020
Q3 		– Sell
-2,400
Closed -$113K – 1160
2020
Q2 		$113K Buy
+2,400
New +$105K ﹤0.01% 297

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return