FFA
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Florida Financial Advisors’s A.O. Smith AOS Stock Holding History

Florida Financial 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 		$230K Buy
+3,484
New +$251K 0.06% 296
2025
Q2 		– Sell
-3,252
Closed -$213K – 259
2025
Q1 		$213K Sell
3,252
-101
-3% -$6.83K 0.08% 235
2024
Q4 		$229K Sell
3,353
-322
-9% -$24.4K 0.1% 174
2024
Q3 		$347K Buy
3,675
+458
+14% +$37.9K 0.18% 107
2024
Q2 		$266K Buy
3,217
+150
+5% +$12.7K 0.16% 108
2024
Q1 		$274K Sell
3,067
-1,111
-27% -$91.6K 0.2% 90
2023
Q4 		$356K Buy
+4,178
New +$308K 0.33% 57

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