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Arax Advisory Partners’s A.O. Smith AOS Stock Holding History

Arax Advisory Partners’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
-1,056
Closed -$70.6K – 3799
2025
Q4 		$70.6K Sell
1,056
-16,188
-94% -$1.09M ﹤0.01% 1457
2025
Q3 		$1.27M Buy
17,244
+16,783
+3,641% +$1.2M 0.02% 573
2025
Q2 		$30.2K Sell
461
-150
-25% -$9.81K ﹤0.01% 1470
2025
Q1 		$39.9K Buy
+611
New +$41.3K ﹤0.01% 1038
2024
Q4 		– Sell
-247
Closed -$22.2K – 2447
2024
Q3 		$22.2K Buy
247
+83
+51% +$6.87K ﹤0.01% 1042
2024
Q2 		$13.4K Buy
164
+145
+763% +$12.3K ﹤0.01% 1128
2024
Q1 		$1.7K Buy
+19
New +$1.57K ﹤0.01% 1068
2018
Q4 		$8K Hold
178
– – ﹤0.01% 448
2018
Q3 		$9K Buy
+178
New +$10.5K ﹤0.01% 472

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