Financial Management Professionals’s A.O. Smith AOS Stock Holding History

Financial Management Professionals’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 Q2	$4.64K	Sell	74 -28	-27%	-$1.7K	﹤0.01%	696
2026 Q1	$6.73K	Hold	102	–	–	﹤0.01%	592
2025 Q4	$6.82K	Hold	102	–	–	﹤0.01%	585
2025 Q3	$7.49K	Hold	102	–	–	﹤0.01%	557
2025 Q2	$6.69K	Buy	102 +19	+23%	+$1.24K	﹤0.01%	594
2025 Q1	$5.42K	Hold	83	–	–	﹤0.01%	624
2024 Q4	$5.66K	Hold	83	–	–	﹤0.01%	598
2024 Q3	$7K	Hold	83	–	–	﹤0.01%	575
2024 Q2	$7K	Hold	83	–	–	﹤0.01%	530
2024 Q1	$7K	Hold	83	–	–	﹤0.01%	589
2023 Q4	$7K	Hold	83	–	–	﹤0.01%	593
2023 Q3	$5K	Hold	83	–	–	﹤0.01%	587
2023 Q2	$6K	Buy	83 +16	+24%	+$1.09K	﹤0.01%	623
2023 Q1	$5K	Buy	67 +12	+22%	+$780	﹤0.01%	669
2022 Q4	$3K	Hold	55	–	–	﹤0.01%	678
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	660
2022 Q2	$3K	Sell	55 -21	-28%	-$1.26K	﹤0.01%	678
2022 Q1	$5K	Buy	76 +6	+9%	+$437	﹤0.01%	618
2021 Q4	$6K	Hold	70	–	–	﹤0.01%	550
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	606
2021 Q2	$5K	Buy	70 +6	+9%	+$414	﹤0.01%	506
2021 Q1	$4K	Buy	64 +9	+16%	+$547	﹤0.01%	493
2020 Q4	$3K	Hold	55	–	–	﹤0.01%	493
2020 Q3	$3K	Buy	55 +5	+10%	+$250	﹤0.01%	447
2020 Q2	$2K	Buy	+50	New	+$2.18K	﹤0.01%	483

Other funds holding AOS

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return