Gradient Investments’s A.O. Smith AOS Stock Holding History

Gradient Investments’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	$429K	Sell	6,840 -35	-0.5%	-$2.12K	0.01%	377
2026 Q1	$453K	Buy	6,875 +35	+0.5%	+$2.52K	0.01%	359
2025 Q4	$457K	Hold	6,840	–	–	0.01%	283
2025 Q3	$502K	Hold	6,840	–	–	0.01%	299
2025 Q2	$448K	Hold	6,840	–	–	0.01%	295
2025 Q1	$447K	Hold	6,840	–	–	0.01%	256
2024 Q4	$467K	Hold	6,840	–	–	0.01%	234
2024 Q3	$614K	Buy	+6,840	New	+$566K	0.01%	205
2024 Q1	–	Sell	-432	Closed	-$35.6K	–	1264
2023 Q4	$35.6K	Hold	432	–	–	﹤0.01%	607
2023 Q3	$28.6K	Hold	432	–	–	﹤0.01%	609
2023 Q2	$31.4K	Sell	432 -8	-2%	-$548	﹤0.01%	605
2023 Q1	$30.4K	Hold	440	–	–	﹤0.01%	590
2022 Q4	$25.2K	Hold	440	–	–	﹤0.01%	647
2022 Q3	$21K	Hold	440	–	–	﹤0.01%	659
2022 Q2	$24K	Buy	440 +8	+2%	+$480	﹤0.01%	609
2022 Q1	$28K	Hold	432	–	–	﹤0.01%	582
2021 Q4	$37K	Hold	432	–	–	﹤0.01%	536
2021 Q3	$26K	Hold	432	–	–	﹤0.01%	597
2021 Q2	$31K	Hold	432	–	–	﹤0.01%	556
2021 Q1	$29K	Hold	432	–	–	﹤0.01%	557
2020 Q4	$23K	Hold	432	–	–	﹤0.01%	537
2020 Q3	$23K	Hold	432	–	–	﹤0.01%	540
2020 Q2	$20K	Hold	432	–	–	﹤0.01%	527
2020 Q1	$16K	Hold	432	–	–	﹤0.01%	556
2019 Q4	$21K	Hold	432	–	–	﹤0.01%	559
2019 Q3	$21K	Hold	432	–	–	﹤0.01%	518
2019 Q2	$20K	Hold	432	–	–	﹤0.01%	514
2019 Q1	$23K	Hold	432	–	–	﹤0.01%	425
2018 Q4	$18K	Hold	432	–	–	﹤0.01%	465
2018 Q3	$23K	Hold	432	–	–	﹤0.01%	466
2018 Q2	$26K	Hold	432	–	–	﹤0.01%	440
2018 Q1	$27K	Hold	432	–	–	﹤0.01%	429
2017 Q4	$26K	Buy	+432	New	+$26.2K	﹤0.01%	430

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