IA
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IFG Advisory’s A.O. Smith AOS Stock Holding History

IFG Advisory’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 		– Sell
-50,474
Closed -$3.38M – 355
2025
Q4 		$3.38M Buy
50,474
+17,792
+54% +$1.2M 0.15% 173
2025
Q3 		$2.4M Buy
32,682
+7,302
+29% +$521K 0.11% 208
2025
Q2 		$1.66M Buy
25,380
+829
+3% +$54.2K 0.08% 253
2025
Q1 		$1.6M Buy
24,551
+1,023
+4% +$69.1K 0.09% 239
2024
Q4 		$1.6M Sell
23,528
-3,052
-11% -$231K 0.09% 235
2024
Q3 		$2.39M Sell
26,580
-442
-2% -$36.6K 0.15% 178
2024
Q2 		$2.21M Sell
27,022
-120
-0.4% -$10.2K 0.14% 175
2024
Q1 		$2.43M Sell
27,142
-29
-0.1% -$2.39K 0.18% 159
2023
Q4 		$2.24M Buy
+27,171
New +$2M 0.16% 162

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return