Altshuler Shaham’s A.O. Smith AOS Stock Holding History

Altshuler Shaham’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	$3.83K	Sell	58 -3	-5%	-$216	﹤0.01%	358
2025 Q4	$4.08K	Buy	61 +2	+3%	+$135	﹤0.01%	315
2025 Q3	$4.33K	Sell	59 -5	-8%	-$357	﹤0.01%	273
2025 Q2	$4.2K	Buy	64 +6	+10%	+$393	﹤0.01%	265
2025 Q1	$3.79K	Buy	58 +1	+2%	+$68	﹤0.01%	253
2024 Q4	$3.89K	Buy	57 +10	+21%	+$757	﹤0.01%	297
2024 Q3	$4.22K	Buy	47 +4	+9%	+$331	﹤0.01%	225
2024 Q2	$3.52K	Sell	43 -1	-2%	-$85	﹤0.01%	260
2024 Q1	$3.94K	Buy	+44	New	+$3.63K	﹤0.01%	228
2023 Q3	–	Sell	-258	Closed	-$18.8K	–	292
2023 Q2	$18.8K	Buy	+258	New	+$17.7K	﹤0.01%	277
2022 Q2	–	Sell	-9,636	Closed	-$616K	–	455
2022 Q1	$616K	Buy	9,636 +9,128	+1,797%	+$664K	0.01%	175
2021 Q4	$44K	Buy	+508	New	+$38.7K	﹤0.01%	456
2021 Q2	–	Sell	-5,850	Closed	-$396K	–	609
2021 Q1	$396K	Buy	+5,850	New	+$356K	﹤0.01%	142
2020 Q2	–	Sell	-18,246	Closed	-$690K	–	349
2020 Q1	$690K	Buy	+18,246	New	+$778K	0.03%	68
2019 Q2	–	Sell	-29,867	Closed	-$1.59M	–	363
2019 Q1	$1.59M	Buy	+29,867	New	+$1.48M	0.07%	55

Other funds holding AOS

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return