Empirical Finance’s A.O. Smith AOS Stock Holding History

Empirical Finance’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	$294K	Sell	4,456 -15	-0.3%	-$1.08K	0.01%	458
2025 Q4	$299K	Sell	4,471 -184	-4%	-$12.4K	0.01%	448
2025 Q3	$342K	Buy	4,655 +38	+0.8%	+$2.71K	0.02%	468
2025 Q2	$303K	Buy	4,617 +29	+0.6%	+$1.9K	0.02%	471
2025 Q1	$300K	Buy	4,588 +316	+7%	+$21.4K	0.02%	466
2024 Q4	$291K	Sell	4,272 -48	-1%	-$3.63K	0.02%	466
2024 Q3	$388K	Buy	4,320 +77	+2%	+$6.37K	0.02%	450
2024 Q2	$347K	Sell	4,243 -375	-8%	-$31.7K	0.02%	455
2024 Q1	$413K	Buy	4,618 +149	+3%	+$12.3K	0.03%	458
2023 Q4	$368K	Buy	4,469 +202	+5%	+$14.9K	0.03%	456
2023 Q3	$282K	Buy	4,267 +395	+10%	+$28K	0.02%	480
2023 Q2	$282K	Buy	3,872 +438	+13%	+$30K	0.02%	477
2023 Q1	$237K	Buy	+3,434	New	+$223K	0.02%	478

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