FORA Capital’s A.O. Smith AOS Stock Holding History

FORA Capital’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
2025 Q3	–	Sell	-9,566	Closed	-$627K	–	475
2025 Q2	$627K	Sell	9,566 -1,424	-13%	-$93.2K	0.07%	291
2025 Q1	$718K	Sell	10,990 -16,157	-60%	-$1.09M	0.07%	276
2024 Q4	$1.85M	Buy	27,147 +19,017	+234%	+$1.44M	0.21%	143
2024 Q3	$730K	Buy	+8,130	New	+$673K	0.09%	239
2022 Q3	–	Sell	-11,200	Closed	-$612K	–	407
2022 Q2	$612K	Sell	11,200 -2,624	-19%	-$157K	0.12%	213
2022 Q1	$916K	Buy	+13,824	New	+$1.01M	0.17%	172
2021 Q4	–	Sell	-3,599	Closed	-$220K	–	304
2021 Q3	$220K	Buy	+3,599	New	+$251K	0.06%	323
2020 Q3	–	Sell	-6,016	Closed	-$283K	–	648
2020 Q2	$283K	Sell	6,016 -1,428	-19%	-$62.4K	0.1%	272
2020 Q1	$281K	Buy	+7,444	New	+$317K	0.06%	365

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return