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Flagship Harbor Advisors’s A.O. Smith AOS Stock Holding History

Flagship Harbor 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 		– Sell
-193
Closed -$12.9K – 804
2025
Q4 		$12.9K Buy
+193
New +$13K ﹤0.01% 1443
2024
Q4 		– Sell
-2,887
Closed -$259K – 740
2024
Q3 		$259K Sell
2,887
-975
-25% -$80.7K 0.01% 605
2024
Q2 		$316K Buy
+3,862
New +$327K 0.02% 527
2020
Q1 		– Sell
-41
Closed -$2K – 1861
2019
Q4 		$2K Hold
41
– – ﹤0.01% 1691
2019
Q3 		$1K Hold
41
– – ﹤0.01% 1731
2019
Q2 		$1K Buy
41
+1
+3% +$49 ﹤0.01% 1743
2019
Q1 		$2K Hold
40
– – ﹤0.01% 1648
2018
Q4 		$1K Sell
40
-227
-85% -$10.4K ﹤0.01% 1710
2018
Q3 		$14K Sell
267
-68
-20% -$3.99K ﹤0.01% 1254
2018
Q2 		$19K Buy
+335
New +$21.1K ﹤0.01% 1112

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