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

Harbour 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 Q1	$15.6K	Buy	236 +24	+11%	+$1.73K	﹤0.01%	3017
2025 Q4	$14.2K	Sell	212 -2	-0.9%	-$135	﹤0.01%	2581
2025 Q3	$15.7K	Hold	214	–	–	﹤0.01%	2470
2025 Q2	$14K	Sell	214 -54	-20%	-$3.53K	﹤0.01%	2397
2025 Q1	$17.5K	Buy	268 +54	+25%	+$3.65K	﹤0.01%	2249
2024 Q4	$14.6K	Sell	214 -50	-19%	-$3.79K	﹤0.01%	2272
2024 Q3	$23.7K	Sell	264 -6,500	-96%	-$538K	﹤0.01%	1981
2024 Q2	$553K	Buy	6,764 +6,500	+2,462%	+$550K	0.02%	579
2024 Q1	$23.6K	Buy	264 +200	+313%	+$16.5K	﹤0.01%	1879
2023 Q4	$5.28K	Buy	64 +62	+3,100%	+$4.57K	﹤0.01%	2388
2023 Q3	$132	Hold	2	–	–	﹤0.01%	2907
2023 Q2	$146	Hold	2	–	–	﹤0.01%	2921
2023 Q1	$138	Sell	2 -33	-94%	-$2.15K	﹤0.01%	2901
2022 Q4	$2K	Buy	35 +2	+6%	+$112	﹤0.01%	2514
2022 Q3	$2K	Hold	33	–	–	﹤0.01%	2391
2022 Q2	$2K	Buy	+33	New	+$1.98K	﹤0.01%	2391
2021 Q4	$3K	Sell	33 -12	-27%	-$915	﹤0.01%	2288
2021 Q3	$3K	Buy	45 +1	+2%	+$70	﹤0.01%	3149
2021 Q2	$3K	Sell	44 -3	-6%	-$207	﹤0.01%	3208
2021 Q1	$3K	Buy	+47	New	+$2.86K	﹤0.01%	3057

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