CPIG
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Chicago Partners Investment Group’s A.O. Smith AOS Stock Holding History

Chicago Partners Investment Group’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 		$608K Buy
9,384
+2,753
+42% +$198K 0.01% 774
2025
Q4 		$480K Sell
6,631
-2,007
-23% -$136K 0.01% 788
2025
Q3 		$577K Buy
8,638
+4,792
+125% +$342K 0.02% 618
2025
Q2 		$275K Buy
3,846
+247
+7% +$16.2K 0.01% 885
2025
Q1 		$241K Buy
+3,599
New +$243K 0.01% 783
2018
Q4 		– Sell
-1,006
Closed -$43K – 345
2018
Q3 		$43K Buy
1,006
+3
+0.3% +$176 0.01% 550
2018
Q2 		$59K Buy
1,003
+3
+0.3% +$189 0.01% 460
2018
Q1 		$64K Buy
+1,000
New +$64.5K 0.01% 415

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