Ancora Advisors’s A.O. Smith AOS Stock Holding History

Ancora Advisors’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	$77.5K	Buy	1,176 +143	+14%	+$10.3K	﹤0.01%	987
2025 Q4	$69.1K	Buy	1,033 +951	+1,160%	+$64.3K	﹤0.01%	1034
2025 Q3	$6.02K	Hold	82	–	–	﹤0.01%	1473
2025 Q2	$5.38K	Sell	82 -2	-2%	-$131	﹤0.01%	1479
2025 Q1	$5.49K	Sell	84 -3	-3%	-$203	﹤0.01%	1420
2024 Q4	$5.93K	Sell	87 -449	-84%	-$34K	﹤0.01%	1430
2024 Q3	$48.1K	Buy	536 +2	+0.4%	+$166	﹤0.01%	998
2024 Q2	$43.7K	Sell	534 -107	-17%	-$9.05K	﹤0.01%	976
2024 Q1	$57.3K	Buy	641 +557	+663%	+$45.9K	﹤0.01%	929
2023 Q4	$6.92K	Hold	84	–	–	﹤0.01%	1351
2023 Q3	$5.55K	Hold	84	–	–	﹤0.01%	1376
2023 Q2	$6.11K	Hold	84	–	–	﹤0.01%	1352
2023 Q1	$5.81K	Hold	84	–	–	﹤0.01%	1379
2022 Q4	$5K	Hold	84	–	–	﹤0.01%	1461
2022 Q3	$4K	Hold	84	–	–	﹤0.01%	1668
2022 Q2	$5K	Hold	84	–	–	﹤0.01%	1743
2022 Q1	$5K	Buy	84 +76	+950%	+$5.53K	﹤0.01%	1937
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	2267
2021 Q3	$0	Hold	8	–	–	﹤0.01%	2210
2021 Q2	$1K	Buy	+8	New	+$552	﹤0.01%	1875

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