GW&K Investment Management’s A.O. Smith AOS Stock Holding History

GW&K Investment Management’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	$2K	Sell	32 -13	-29%	-$937	﹤0.01%	980
2025 Q4	$3K	Buy	45 +22	+96%	+$1.49K	﹤0.01%	946
2025 Q3	$2K	Hold	23	–	–	﹤0.01%	961
2025 Q2	$2K	Buy	23 +10	+77%	+$654	﹤0.01%	955
2025 Q1	$1K	Buy	13 +10	+333%	+$676	﹤0.01%	984
2024 Q4	$0	Sell	3 -1	-25%	-$76	﹤0.01%	968
2024 Q3	$0	Buy	4 +2	+100%	+$166	﹤0.01%	956
2024 Q2	$0	Hold	2	–	–	﹤0.01%	938
2024 Q1	$0	Buy	+2	New	+$165	﹤0.01%	920
2022 Q3	–	Sell	-23	Closed	-$1K	–	426
2022 Q2	$1K	Buy	23 +16	+229%	+$960	﹤0.01%	793
2022 Q1	$0	Buy	+7	New	+$509	﹤0.01%	813

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