CFD
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Creative Financial Designs’s A.O. Smith AOS Stock Holding History

Creative Financial Designs’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 		$77.5K Buy
1,176
+782
+198% +$56.4K ﹤0.01% 752
2025
Q4 		$26.4K Buy
394
+383
+3,482% +$25.9K ﹤0.01% 1074
2025
Q3 		$815 Hold
11
– – ﹤0.01% 1836
2025
Q2 		$725 Buy
+11
New +$720 ﹤0.01% 1848
2024
Q3 		– Sell
-59
Closed -$4.83K – 1682
2024
Q2 		$4.83K Hold
59
– – ﹤0.01% 1319
2024
Q1 		$5.28K Hold
59
– – ﹤0.01% 1297
2023
Q4 		$4.86K Hold
59
– – ﹤0.01% 1267
2023
Q3 		$3.9K Buy
+59
New +$4.19K ﹤0.01% 1230
2021
Q4 		– Sell
-407
Closed -$25K – 1203
2021
Q3 		$25K Hold
407
– – ﹤0.01% 803
2021
Q2 		$29K Hold
407
– – 0.01% 759
2021
Q1 		$28K Hold
407
– – 0.01% 699
2020
Q4 		$22K Hold
407
– – ﹤0.01% 693
2020
Q3 		$21K Hold
407
– – 0.01% 642
2020
Q2 		$19K Buy
+407
New +$17.8K 0.01% 611

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