GHP Investment Advisors’s A.O. Smith AOS Stock Holding History

GHP Investment 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	$2.17M	Buy	32,949 +2,491	+8%	+$180K	0.09%	220
2025 Q4	$2.04M	Buy	30,458 +1,332	+5%	+$90K	0.08%	230
2025 Q3	$2.14M	Buy	29,126 +1,009	+4%	+$72K	0.09%	216
2025 Q2	$1.84M	Buy	28,117 +555	+2%	+$36.3K	0.08%	228
2025 Q1	$1.8M	Sell	27,562 -1,536	-5%	-$104K	0.09%	230
2024 Q4	$1.98M	Sell	29,098 -2,308	-7%	-$175K	0.09%	227
2024 Q3	$2.82M	Buy	31,406 +2,166	+7%	+$179K	0.13%	203
2024 Q2	$2.39M	Buy	29,240 +5,358	+22%	+$453K	0.12%	210
2024 Q1	$2.14M	Buy	23,882 +2,512	+12%	+$207K	0.11%	219
2023 Q4	$1.76M	Buy	21,370 +4,113	+24%	+$303K	0.1%	231
2023 Q3	$1.21M	Buy	17,257 +1,601	+10%	+$114K	0.07%	244
2023 Q2	$1.12M	Buy	15,656 +1,667	+12%	+$114K	0.07%	252
2023 Q1	$967K	Buy	13,989 +1,489	+12%	+$96.8K	0.06%	260
2022 Q4	$716K	Sell	12,500 -1,689	-12%	-$94.4K	0.05%	277
2022 Q3	$689K	Buy	14,189 +1,835	+15%	+$105K	0.05%	264
2022 Q2	$676K	Buy	12,354 +4,830	+64%	+$290K	0.05%	268
2022 Q1	$481K	Buy	+7,524	New	+$548K	0.03%	291

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