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AOS icon

AlphaQuest’s A.O. Smith AOS Stock Holding History

AlphaQuest’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 		– Sell
-33,472
Closed -$2.24M – 134
2025
Q4 		$2.24M Sell
33,472
-15,573
-32% -$1.05M 0.13% 166
2025
Q3 		$3.6M Buy
49,045
+10,462
+27% +$747K 0.24% 70
2025
Q2 		$2.53M Buy
38,583
+35,417
+1,119% +$2.32M 0.25% 41
2025
Q1 		$207K Sell
3,166
-15,896
-83% -$1.07M 0.02% 975
2024
Q4 		$1.3M Buy
19,062
+16,083
+540% +$1.22M 0.17% 152
2024
Q3 		$268K Buy
+2,979
New +$247K 0.02% 946
2024
Q2 		– Sell
-564
Closed -$50.5K – 1570
2024
Q1 		$50.5K Sell
564
-11,148
-95% -$919K 0.01% 933
2023
Q4 		$966K Buy
+11,712
New +$864K 0.21% 152

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