EF
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Empowered Funds’s A.O. Smith AOS Stock Holding History

Empowered Funds’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 		$2.05M Buy
+31,073
New +$2.24M 0.01% 1094
2025
Q3 		– Sell
-38,761
Closed -$2.54M – 1823
2025
Q2 		$2.54M Sell
38,761
-7,361
-16% -$482K 0.03% 713
2025
Q1 		$3.01M Sell
46,122
-106,670
-70% -$7.21M 0.04% 546
2024
Q4 		$10.4M Buy
152,792
+143,103
+1,477% +$10.8M 0.15% 139
2024
Q3 		$870K Buy
9,689
+2,096
+28% +$173K 0.01% 934
2024
Q2 		$621K Buy
+7,593
New +$643K 0.01% 994
2022
Q2 		– Sell
-9,099
Closed -$581K – 270
2022
Q1 		$581K Buy
9,099
+1,037
+13% +$75.5K 0.06% 226
2021
Q4 		$692K Buy
8,062
+1,281
+19% +$97.7K 0.08% 200
2021
Q3 		$414K Buy
6,781
+2,867
+73% +$200K 0.05% 192
2021
Q2 		$282K Buy
+3,914
New +$270K 0.04% 211

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