Covestor’s A.O. Smith AOS Stock Holding History

Covestor’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	$114K	Sell	1,719 -550	-24%	-$39.6K	0.08%	237
2025 Q4	$152K	Sell	2,269 -50	-2%	-$3.38K	0.08%	331
2025 Q3	$171K	Sell	2,319 -716	-24%	-$51.1K	0.09%	275
2025 Q2	$199K	Sell	3,035 -376	-11%	-$24.6K	0.12%	190
2025 Q1	$223K	Buy	3,411 +715	+27%	+$48.3K	0.15%	122
2024 Q4	$184K	Buy	2,696 +118	+5%	+$8.94K	0.12%	207
2024 Q3	$232K	Buy	2,578 +2	+0.1%	+$166	0.15%	130
2024 Q2	$210K	Sell	2,576 -173	-6%	-$14.6K	0.14%	150
2024 Q1	$246K	Buy	2,749 +1,370	+99%	+$113K	0.16%	95
2023 Q4	$113K	Buy	1,379 +176	+15%	+$13K	0.08%	411
2023 Q3	$79K	Buy	1,203 +339	+39%	+$24.1K	0.06%	553
2023 Q2	$63K	Sell	864 -1,644	-66%	-$113K	0.05%	677
2023 Q1	$173K	Sell	2,508 -204	-8%	-$13.3K	0.15%	149
2022 Q4	$155K	Buy	2,712 +336	+14%	+$18.8K	0.13%	200
2022 Q3	$115K	Sell	2,376 -348	-13%	-$20K	0.1%	283
2022 Q2	$149K	Buy	2,724 +1,003	+58%	+$60.2K	0.12%	206
2022 Q1	$110K	Buy	1,721 +564	+49%	+$41K	0.07%	441
2021 Q4	$99K	Buy	+1,157	New	+$88.2K	0.14%	161

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