Avion Wealth’s A.O. Smith AOS Stock Holding History

Avion Wealth’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	$1K	Buy	16 +8	+100%	+$577	﹤0.01%	961
2025 Q4	$0	Hold	8	–	–	﹤0.01%	1212
2025 Q3	$0	Hold	8	–	–	﹤0.01%	1179
2025 Q2	$0	Sell	8 -34	-81%	-$2.22K	﹤0.01%	1138
2025 Q1	$2K	Hold	42	–	–	﹤0.01%	689
2024 Q4	$2K	Buy	42 +7	+20%	+$530	﹤0.01%	686
2024 Q3	$3K	Hold	35	–	–	﹤0.01%	595
2024 Q2	$2K	Hold	35	–	–	﹤0.01%	594
2024 Q1	$4K	Hold	35	–	–	﹤0.01%	486
2023 Q4	$3K	Hold	35	–	–	﹤0.01%	465
2023 Q3	$2K	Buy	35 +16	+84%	+$1.14K	﹤0.01%	453
2023 Q2	$1K	Sell	19 -8	-30%	-$548	﹤0.01%	526
2023 Q1	$1K	Buy	+27	New	+$1.75K	﹤0.01%	414

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