Ameritas Advisory Services’s A.O. Smith AOS Stock Holding History

Ameritas Advisory Services’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	$225K	Hold	3,406	–	–	0.01%	886
2025 Q4	$228K	Sell	3,406 -1,598	-32%	-$108K	0.01%	860
2025 Q3	$367K	Buy	5,004 +1,136	+29%	+$81.1K	0.02%	477
2025 Q2	$254K	Sell	3,868 -1,206	-24%	-$78.9K	0.01%	669
2025 Q1	$346K	Buy	5,074 +4	+0.1%	+$270	0.01%	664
2024 Q4	$346K	Buy	5,070 +61	+1%	+$4.62K	0.01%	686
2024 Q3	$450K	Buy	5,009 +589	+13%	+$48.7K	0.02%	568
2024 Q2	$362K	Buy	4,420 +60	+1%	+$5.08K	0.01%	678
2024 Q1	$364K	Buy	4,360 +1,152	+36%	+$95K	0.02%	645
2023 Q4	$261K	Sell	3,208 -651	-17%	-$48K	0.01%	584
2023 Q3	$264K	Buy	3,859 +1	+0%	+$71	0.01%	668
2023 Q2	$273K	Buy	3,858 +115	+3%	+$7.87K	0.04%	432
2023 Q1	$259K	Sell	3,743 -3,630	-49%	-$236K	0.01%	682
2022 Q4	$422K	Buy	7,373 +2,935	+66%	+$164K	0.02%	591
2022 Q3	$216K	Hold	4,438	–	–	0.01%	691
2022 Q2	$243K	Sell	4,438 -19	-0.4%	-$1.14K	0.01%	688
2022 Q1	$285K	Hold	4,457	–	–	0.01%	682
2021 Q4	$383K	Buy	+4,457	New	+$340K	0.01%	576

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