CVA Family Office’s A.O. Smith AOS Stock Holding History

CVA Family Office’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	$8.44K	Buy	128 +33	+35%	+$2.38K	﹤0.01%	1050
2025 Q4	$6.35K	Hold	95	–	–	﹤0.01%	860
2025 Q3	$6.97K	Hold	95	–	–	﹤0.01%	849
2025 Q2	$6.23K	Buy	95 +16	+20%	+$1.05K	﹤0.01%	861
2025 Q1	$5.16K	Sell	79 -7	-8%	-$473	﹤0.01%	891
2024 Q4	$5.87K	Buy	86 +7	+9%	+$530	﹤0.01%	863
2024 Q3	$7.1K	Sell	79 -9	-10%	-$745	﹤0.01%	805
2024 Q2	$7.2K	Buy	88 +9	+11%	+$762	﹤0.01%	787
2024 Q1	$7.07K	Hold	79	–	–	﹤0.01%	802
2023 Q4	$6.51K	Buy	+79	New	+$5.83K	﹤0.01%	783
2023 Q3	–	Sell	-79	Closed	-$5.75K	–	268
2023 Q2	$5.75K	Buy	+79	New	+$5.41K	﹤0.01%	788
2022 Q2	–	Sell	-30	Closed	-$2K	–	902
2022 Q1	$2K	Buy	+30	New	+$2.18K	﹤0.01%	861
2021 Q3	–	Sell	-50	Closed	-$4K	–	390
2021 Q2	$4K	Buy	+50	New	+$3.45K	﹤0.01%	789

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