BGAI
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Bruce G. Allen Investments’s A.O. Smith AOS Stock Holding History

Bruce G. Allen Investments’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 		$462 Hold
7
– – ﹤0.01% 981
2025
Q4 		$468 Hold
7
– – ﹤0.01% 979
2025
Q3 		$514 Hold
7
– – ﹤0.01% 964
2025
Q2 		$459 Sell
7
-39
-85% -$2.55K ﹤0.01% 968
2025
Q1 		$3.01K Buy
46
+11
+31% +$743 ﹤0.01% 634
2024
Q4 		$2.39K Hold
35
– – ﹤0.01% 679
2024
Q3 		$3.14K Hold
35
– – ﹤0.01% 648
2024
Q2 		$2.86K Hold
35
– – ﹤0.01% 641
2024
Q1 		$3.13K Hold
35
– – ﹤0.01% 654
2023
Q4 		$2.88K Buy
+35
New +$2.58K ﹤0.01% 685

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