EAM
AOS icon

EdenTree Asset Management’s A.O. Smith AOS Stock Holding History

EdenTree Asset Management’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 		$930K Hold
14,100
– – 0.28% 58
2025
Q4 		$943K Hold
14,100
– – 0.29% 56
2025
Q3 		$1.04M Buy
14,100
+949
+7% +$67.7K 0.25% 54
2025
Q2 		$862K Hold
13,151
– – 0.24% 54
2025
Q1 		$859K Hold
13,151
– – 0.29% 52
2024
Q4 		$897K Hold
13,151
– – 0.26% 57
2024
Q3 		$1.18M Hold
13,151
– – 0.34% 53
2024
Q2 		$1.08M Hold
13,151
– – 0.34% 52
2024
Q1 		$1.18M Buy
13,151
+341
+3% +$28.1K 0.37% 52
2023
Q4 		$1.06M Buy
12,810
+3,030
+31% +$223K 0.33% 58
2023
Q3 		$647K Hold
9,780
– – 0.25% 53
2023
Q2 		$712K Buy
+9,780
New +$670K 0.24% 57

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