Hexagon Capital Partners’s A.O. Smith AOS Stock Holding History

Hexagon Capital Partners’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
2025 Q2	–	Sell	-6	Closed	-$383	–	176
2025 Q1	$383	Hold	6	–	–	﹤0.01%	1697
2024 Q4	$400	Hold	6	–	–	﹤0.01%	1716
2024 Q3	$526	Sell	6 -16	-73%	-$1.32K	﹤0.01%	1410
2024 Q2	$1.79K	Hold	22	–	–	﹤0.01%	1192
2024 Q1	$1.96K	Sell	22 -64	-74%	-$5.28K	﹤0.01%	1169
2023 Q4	$7.08K	Sell	86 -2	-2%	-$147	﹤0.01%	905
2023 Q3	$5.81K	Hold	88	–	–	﹤0.01%	879
2023 Q2	$6.4K	Hold	88	–	–	﹤0.01%	845
2023 Q1	$6.08K	Buy	88 +16	+22%	+$1.04K	﹤0.01%	860
2022 Q4	$4.12K	Sell	72 -6	-8%	-$335	﹤0.01%	950
2022 Q3	$4K	Sell	78 -2,723	-97%	-$156K	﹤0.01%	955
2022 Q2	$153K	Sell	2,801 -544	-16%	-$32.6K	0.05%	193
2022 Q1	$214K	Buy	3,345 +134	+4%	+$9.75K	0.06%	174
2021 Q4	$276K	Buy	3,211 +857	+36%	+$65.3K	0.07%	148
2021 Q3	$144K	Buy	2,354 +126	+6%	+$8.8K	0.04%	197
2021 Q2	$161K	Buy	2,228 +664	+42%	+$45.8K	0.04%	179
2021 Q1	$105K	Buy	1,564 +1,530	+4,500%	+$93K	0.03%	222
2020 Q4	$1K	Buy	+34	New	+$1.87K	﹤0.01%	665

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return