Farther Finance Advisors’s A.O. Smith AOS Stock Holding History

Farther Finance 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	$103K	Sell	1,579 -49	-3%	-$3.53K	﹤0.01%	2492
2025 Q4	$109K	Sell	1,628 -18	-1%	-$1.22K	﹤0.01%	2296
2025 Q3	$121K	Buy	1,646 +571	+53%	+$40.8K	﹤0.01%	1916
2025 Q2	$70.5K	Buy	1,075 +583	+118%	+$38.1K	﹤0.01%	1952
2025 Q1	$32.3K	Buy	492 +115	+31%	+$7.77K	﹤0.01%	2129
2024 Q4	$25.7K	Sell	377 -1	-0.3%	-$76	﹤0.01%	1979
2024 Q3	$34K	Buy	378 +24	+7%	+$1.99K	﹤0.01%	1841
2024 Q2	$28.4K	Sell	354 -75	-17%	-$6.35K	﹤0.01%	1642
2024 Q1	$38.2K	Buy	429 +114	+36%	+$9.4K	﹤0.01%	1274
2023 Q4	$26K	Buy	315 +122	+63%	+$9K	﹤0.01%	1253
2023 Q3	$12.8K	Sell	193 -95	-33%	-$6.74K	﹤0.01%	1216
2023 Q2	$21K	Sell	288 -3	-1%	-$205	﹤0.01%	987
2023 Q1	$20.1K	Buy	291 +107	+58%	+$6.95K	0.01%	902
2022 Q4	$10.5K	Buy	+184	New	+$10.3K	﹤0.01%	930

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