EverSource Wealth Advisors’s A.O. Smith AOS Stock Holding History

EverSource Wealth Advisors’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	$93.6K	Sell	1,420 -128	-8%	-$9.22K	﹤0.01%	1469
2025 Q4	$104K	Buy	1,548 +418	+37%	+$28.2K	﹤0.01%	1292
2025 Q3	$83K	Buy	1,130 +167	+17%	+$11.9K	﹤0.01%	1383
2025 Q2	$63.1K	Buy	963 +422	+78%	+$27.6K	﹤0.01%	1474
2025 Q1	$35.4K	Buy	541 +180	+50%	+$12.2K	﹤0.01%	1410
2024 Q4	$24.6K	Buy	361 +99	+38%	+$7.5K	﹤0.01%	1513
2024 Q3	$23.5K	Sell	262 -4	-2%	-$331	﹤0.01%	1413
2024 Q2	$22.6K	Buy	266 +22	+9%	+$1.86K	﹤0.01%	1447
2024 Q1	$20.2K	Buy	244 +86	+54%	+$7.09K	﹤0.01%	1358
2023 Q4	$13K	Buy	158 +20	+14%	+$1.48K	﹤0.01%	1440
2023 Q3	$9.13K	Hold	138	–	–	﹤0.01%	1457
2023 Q2	$10K	Buy	138 +5	+4%	+$342	﹤0.01%	1433
2023 Q1	$9.2K	Hold	133	–	–	﹤0.01%	1404
2022 Q4	$7.61K	Sell	133 -69	-34%	-$3.86K	﹤0.01%	1435
2022 Q3	$10K	Buy	+202	New	+$11.6K	﹤0.01%	1122
2022 Q2	–	Sell	-24	Closed	-$2K	–	1707
2022 Q1	$2K	Buy	+24	New	+$1.75K	﹤0.01%	1489

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