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Bell Investment Advisors’s A.O. Smith AOS Stock Holding History

Bell Investment 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 		$5.34K Hold
81
– – ﹤0.01% 933
2025
Q4 		$5.42K Sell
81
-9
-10% -$608 ﹤0.01% 941
2025
Q3 		$6.61K Hold
90
– – ﹤0.01% 799
2025
Q2 		$5.9K Sell
90
-22
-20% -$1.44K ﹤0.01% 911
2025
Q1 		$7.32K Buy
112
+22
+24% +$1.49K ﹤0.01% 728
2024
Q4 		$6.14K Hold
90
– – ﹤0.01% 826
2024
Q3 		$8.09K Hold
90
– – ﹤0.01% 708
2024
Q2 		$7.36K Hold
90
– – ﹤0.01% 735
2024
Q1 		$8.05K Hold
90
– – ﹤0.01% 676
2023
Q4 		$7.42K Hold
90
– – ﹤0.01% 676
2023
Q3 		$5.95K Hold
90
– – ﹤0.01% 719
2023
Q2 		$6.55K Hold
90
– – ﹤0.01% 686
2023
Q1 		$6.22K Buy
90
+22
+32% +$1.43K ﹤0.01% 679
2022
Q4 		$3.89K Buy
68
+48
+240% +$2.68K ﹤0.01% 935
2022
Q3 		$1K Buy
20
+5
+33% +$287 ﹤0.01% 1302
2022
Q2 		$1K Buy
+15
New +$900 ﹤0.01% 1315
2021
Q4 		$1K Buy
13
+6
+86% +$457 ﹤0.01% 1324
2021
Q3 		$0 Buy
+7
New +$489 ﹤0.01% 1714

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