Edgestream Partners’s A.O. Smith AOS Stock Holding History

Edgestream Partners’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	$4.7M	Buy	71,236 +58,814	+473%	+$4.24M	0.15%	247
2025 Q4	$831K	Sell	12,422 -131,809	-91%	-$8.91M	0.02%	727
2025 Q3	$10.6M	Buy	144,231 +12,380	+9%	+$884K	0.31%	60
2025 Q2	$8.65M	Sell	131,851 -46,960	-26%	-$3.07M	0.24%	114
2025 Q1	$11.7M	Buy	178,811 +42,312	+31%	+$2.86M	0.4%	21
2024 Q4	$9.31M	Buy	+136,499	New	+$10.3M	0.4%	18
2023 Q4	–	Sell	-38,838	Closed	-$2.57M	–	820
2023 Q3	$2.57M	Buy	38,838 +16,367	+73%	+$1.16M	0.2%	133
2023 Q2	$1.64M	Buy	+22,471	New	+$1.54M	0.15%	238
2022 Q4	–	Sell	-51,339	Closed	-$2.49M	–	498
2022 Q3	$2.49M	Sell	51,339 -3,026	-6%	-$174K	0.19%	173
2022 Q2	$2.97M	Buy	54,365 +46,614	+601%	+$2.8M	0.23%	142
2022 Q1	$495K	Buy	7,751 +4,460	+136%	+$325K	0.04%	425
2021 Q4	$283K	Sell	3,291 -57,862	-95%	-$4.41M	0.02%	439
2021 Q3	$3.73M	Sell	61,153 -47,323	-44%	-$3.31M	0.23%	151
2021 Q2	$7.82M	Buy	+108,476	New	+$7.48M	0.46%	67

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