JFS Wealth Advisors’s A.O. Smith AOS Stock Holding History

JFS Wealth Advisors’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	$6.08K	Buy	97 +7	+8%	+$424	﹤0.01%	1206
2026 Q1	$5.93K	Sell	90 -80	-47%	-$5.77K	﹤0.01%	1133
2025 Q4	$11.4K	Buy	170 +28	+20%	+$1.89K	﹤0.01%	934
2025 Q3	$10.4K	Sell	142 -66	-32%	-$4.71K	﹤0.01%	886
2025 Q2	$13.6K	Buy	208 +5	+2%	+$327	﹤0.01%	766
2025 Q1	$13.3K	Sell	203 -13	-6%	-$879	﹤0.01%	780
2024 Q4	$14.7K	Hold	216	–	–	﹤0.01%	732
2024 Q3	$19.4K	Buy	216 +3	+1%	+$248	﹤0.01%	651
2024 Q2	$17.4K	Hold	213	–	–	﹤0.01%	633
2024 Q1	$19.1K	Hold	213	–	–	﹤0.01%	637
2023 Q4	$17.6K	Hold	213	–	–	﹤0.01%	615
2023 Q3	$14.1K	Hold	213	–	–	﹤0.01%	623
2023 Q2	$15.5K	Sell	213 -14	-6%	-$958	﹤0.01%	597
2023 Q1	$15.7K	Buy	227 +23	+11%	+$1.5K	﹤0.01%	585
2022 Q4	$11.7K	Buy	204 +42	+26%	+$2.35K	﹤0.01%	653
2022 Q3	$8K	Sell	162 -92	-36%	-$5.28K	﹤0.01%	787
2022 Q2	$14K	Buy	254 +59	+30%	+$3.54K	﹤0.01%	658
2022 Q1	$12K	Buy	195 +158	+427%	+$11.5K	﹤0.01%	729
2021 Q4	$3K	Buy	+37	New	+$2.82K	﹤0.01%	906

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