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Aptus Capital Advisors’s A.O. Smith AOS Stock Holding History

Aptus Capital 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 		$574K Buy
8,711
+4,560
+110% +$329K ﹤0.01% 682
2025
Q4 		$278K Sell
4,151
-2,021
-33% -$137K ﹤0.01% 910
2025
Q3 		$453K Sell
6,172
-317
-5% -$22.6K ﹤0.01% 718
2025
Q2 		$425K Sell
6,489
-511
-7% -$33.4K ﹤0.01% 717
2025
Q1 		$458K Buy
7,000
+2,136
+44% +$144K 0.01% 662
2024
Q4 		$332K Buy
+4,864
New +$368K ﹤0.01% 751
2019
Q2 		– Sell
-11,296
Closed -$602K – 333
2019
Q1 		$602K Buy
11,296
+4,830
+75% +$240K 0.1% 137
2018
Q4 		$276K Buy
+6,466
New +$297K 0.07% 106

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