Clearstead Advisors’s A.O. Smith AOS Stock Holding History

Clearstead 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	$22K	Sell	333 -501	-60%	-$36.1K	﹤0.01%	1436
2025 Q4	$55.8K	Buy	834 +321	+63%	+$21.7K	﹤0.01%	1359
2025 Q3	$37.7K	Buy	513 +89	+21%	+$6.35K	﹤0.01%	1376
2025 Q2	$27.8K	Buy	424 +110	+35%	+$7.2K	﹤0.01%	1490
2025 Q1	$20.5K	Sell	314 -290	-48%	-$19.6K	﹤0.01%	1420
2024 Q4	$41.2K	Hold	604	–	–	﹤0.01%	1211
2024 Q3	$54.3K	Hold	604	–	–	﹤0.01%	1187
2024 Q2	$49.4K	Buy	+604	New	+$51.1K	﹤0.01%	1165
2024 Q1	–	Sell	-13	Closed	-$1.07K	–	1548
2023 Q4	$1.07K	Sell	13 -75	-85%	-$5.53K	﹤0.01%	1391
2023 Q3	$5.82K	Buy	+88	New	+$6.25K	﹤0.01%	1208
2021 Q3	–	Sell	-11	Closed	-$1K	–	1287
2021 Q2	$1K	Buy	+11	New	+$759	﹤0.01%	1120

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