Grove Bank & Trust’s A.O. Smith AOS Stock Holding History

Grove Bank & Trust’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	$4.96K	Hold	79	–	–	﹤0.01%	728
2026 Q1	$5.21K	Hold	79	–	–	﹤0.01%	703
2025 Q4	$5.28K	Hold	79	–	–	﹤0.01%	716
2025 Q3	$5.8K	Hold	79	–	–	﹤0.01%	684
2025 Q2	$5.18K	Buy	79 +14	+22%	+$916	﹤0.01%	687
2025 Q1	$4.25K	Buy	+65	New	+$4.39K	﹤0.01%	689
2017 Q3	–	Sell	-70	Closed	-$4K	–	576
2017 Q2	$4K	Buy	+70	New	+$3.78K	﹤0.01%	575
2017 Q1	–	Sell	-100	Closed	-$5K	–	543
2016 Q4	$5K	Buy	+100	New	+$4.82K	﹤0.01%	449

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